The chipmaker logged its sixth straight quarter of record profits, with advanced nodes and high-performance computing doing most of the heavy lifting
Taiwan Semiconductor Manufacturing Company reported third-quarter 2026 revenue of $46.72 billion on October 15, a 41.2% jump from the same quarter last year.
In its home currency, TSMC brought in consolidated revenue of NT$1,494.24 billion. That figure is up 50.9% year over year and 17.6% from the previous quarter.
Measured in US dollars, revenue climbed 41.2% year over year and 16.2% quarter over quarter.
Net income reached NT$763.06 billion, up 68.7% year over year and 8.0% from the prior quarter.
Diluted earnings per share came in at NT$29.43, also up 68.7% from a year earlier. For holders of TSMC’s American depositary receipts, that works out to $4.60 per ADR.
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All three came in ahead of the company’s earlier guidance and analyst estimates.
Chips built on process nodes of 7 nanometers and below made up 79% of TSMC’s wafer revenue in the quarter. Here is how the advanced share split out:
By platform, high-performance computing contributed 68% of TSMC’s total revenue.
Sequentially, net income rose 8.0% while NT dollar revenue rose 17.6%. With 2nm at 8% of wafer revenue, its trajectory over the coming quarters will show how quickly customers are migrating to the newest technology.
With HPC at 68% of revenue, TSMC is heavily exposed to the AI spending cycle. The October 15 report marked TSMC’s sixth straight quarter of record profits.