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TSMC Q3 Earnings Beat Expectations with Strong Revenue and Margin Growth
Electronic Technology · Semiconductors · economic_daily · 2026-10-15
2330
TSMC reported a robust third quarter for 2026, with EPS of NT$29.43 and revenue figures that exceeded the company's own high-end guidance.
What Happened
Strong Financial Results: TSMC reported a consolidated revenue of NT$1.49 trillion for Q3 2026, with a net income of NT$763 billion and earnings per share of NT$29.43. These figures represent significant year-over-year growth, highlighting the company's continued dominance in the semiconductor sector.
Exceeding Guidance: Measured in USD, the company's quarterly revenue reached $46.72 billion, surpassing the upper end of its previous guidance. Profitability remained high, with a gross margin of 66.4% and an operating margin of 58.7%, underscoring efficient cost management and pricing power.
Advanced Node Contribution: Advanced process nodes, specifically 7nm and below, accounted for 79% of total wafer revenue. The 3nm process led the contribution at 33%, followed by 5nm at 28%, while the 2nm process has already begun contributing 8% to the total revenue mix.
Market Outlook: The actual financial performance outperformed analyst estimates based on the company's initial guidance. Investors are now looking toward the upcoming earnings call for insights into Q4 demand, AI-related growth, and future capital expenditure plans.
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