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Open original source ↗TSMC’s 3rd quarter revenue rose to a record high NT$1.49 trillion (US$46.70B), beating the top end of guidance ($45.8 billion), on strong demand for AI chip production.
The prior record was NT$1.27 trillion from the 2nd quarter this year.
TSMC did not announce Q3 revenue. The figure is based on July-September monthly revenue. 1/3 $TSM $AAPL $NVDA $AVGO #semiconductors #semiconductor
2/3 TSMC’s September revenue rose 54.6% year-on-year to NT$511.86 billion, the 2nd highest monthly total ever, but down 0.6% from August.
August was TSMC’s all-time high: NT$514.81 billion.
$TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor
3/3: For the first nine months of 2026, TSMC’s revenue rose 41.1% to NT$3.90 trillion.
The Taiwan Stock Exchange requires companies to file monthly revenue statements.
The above US$ figures are based on TSMC’s foreign exchange rate guidance for the 3rd quarter: US$1 = NT$32.0
TSMC 3rd quarter revenue guide: US$44.6 billion - $45.8 billion
New Taiwan dollar range: NT$1.427 trillion to NT$1.466 trillion
$TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor
https://t.co/jUJZOHHpSb
TSMC’s revenue for the first 3 quarters of 2026 has already beaten full year 2025:
2026 versus 2025
NT$3.90 trillion vs NT$3.81T (TSMC figures)
US$122.80 billion vs US$122.42B (2026 total is my calculation)
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