Taiwan Semiconductor Manufacturing Q3 2026 net profit NT$763.1 billion, thanks to soaring global demand for its AI processors; versus NT$452.3 billion a year earlier, market consensus NT$746.3 billion.

TSMC reported Q3 2026 revenue of NT$1.494 trillion, up from NT$989.92 billion a year earlier.

TSMC Q3 high-performance computing revenue rose 22% QoQ.

Performance Expectations

TSMC expects demand to remain strong in Q4.

TSMC expects 2026 revenue in US dollars to increase about 44%, versus a prior forecast of slightly above 40%.

TSMC said demand is extremely strong and it currently sees no signs of a slowdown.

TSMC will remain cautious in commercial planning for 2027.

TSMC says A14 volume production will begin in 2028.

TSMC’s US-listed shares rallied sharply in overnight trading, with losses narrowing.