TSMC Q3 revenue jumps 51% to NT$1.49 trillion

• Taiwan Semiconductor Manufacturing (NYSE:TSM) reported Q3 2026 revenue of NT$1.49 trillion, up about 51% year over year.
• Revenue exceeded the NT$1.46 trillion analyst consensus, reflecting continued demand for advanced chips used in AI systems.
• Investors are now focused on TSMC’s 2027 capacity, pricing and overseas expansion plans as AI infrastructure spending continues.

Taiwan Semiconductor Manufacturing (NYSE:TSM) reported third-quarter 2026 revenue of NT$1.49 trillion, or about $46.7 billion, representing roughly 51% year-over-year growth and exceeding analyst expectations of NT$1.46 trillion.

The result extended TSMC’s recent sales growth as customers including Nvidia and Apple continued using its advanced manufacturing capacity, while September revenue alone rose 54.6% year over year to NT$511.86 billion.

The revenue figures were released ahead of TSMC’s full third-quarter earnings report, when investors are expected to focus on 2027 capital spending, advanced-node capacity and management’s outlook for AI-related demand.

TSMC has committed $265 billion to its Arizona manufacturing campus and is also considering additional capacity in Texas, according to Bloomberg, as the company evaluates further U.S. expansion.

The company is also expected to provide updates on advanced technologies including A14, CoWoS packaging and CoPoS development as it responds to rising AI chip demand.

TSMC’s results came alongside stronger AI-related activity across the semiconductor supply chain, with Hon Hai reporting third-quarter revenue growth of 47% and Samsung projecting sharply higher operating profit.

The chipmaker remains a major manufacturing partner for companies including Nvidia and Apple, making its sales and capacity plans closely watched indicators of spending on advanced computing and AI infrastructure.