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Taiwan Semiconductor Manufacturing Company
Taiwan Semiconductor Manufacturing Company (TSM) investor relations material
Taiwan Semiconductor Manufacturing Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary15 Oct, 2026
Executive summary
3Q26 revenue was NT$1,494.24B ($46.72B), up 16.2% QoQ; net income was NT$763.06B, up 68.7% YoY.
Robust AI and leading-edge demand drove growth, while gross margin eased amid initial N2 ramp dilution.
Financial highlights
U.S.-dollar revenue rose 41.2% YoY; NT-dollar revenue rose 50.9% YoY.
Gross profit was NT$992.38B and operating income NT$876.45B, up 75.0% YoY; net profit margin was 51.1%.
Operating expenses were NT$116.43B; non-operating items were NT$34.59B.
EPS was NT$29.43, up 68.7% YoY; diluted ADR earnings were US$4.60.
9M26 revenue rose 41.1% YoY to NT$3,898.73B; operating income rose 67.9% and net income 68.8%.
Outlook and guidance
Q4 revenue guidance is $52.3B–$54.3B, with gross margin of 65%–67% and operating margin of 56.5%–58.5%.
Q4 gross margin midpoint of 66% implies a 40-bp QoQ decline, reflecting 2nm ramp and overseas-fab dilution, partly offset by productivity and capacity optimization.
FY2026 U.S.-dollar revenue growth is expected at ~44% YoY; the 2026 capital budget remains $60B–$64B.
CapEx for 2026–2028 is expected to be significantly higher than in the prior three years, with revenue growth expected to outpace CapEx growth.
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Latest events from Taiwan Semiconductor Manufacturing Company
- Strong 5G/HPC demand drove Q3 growth; N5 investment shapes the outlook.TSM
Q3 2020 - Q2 2026 revenue up 36% and net income up 77.4%, led by advanced tech and HPC demand.TSMQ2 2026
- Q4 net income rose 35% YoY, driven by advanced tech and robust global expansion.TSMQ4 2025
- Q3 revenue rose 30.3% YoY in NT dollars as strong AI demand supported growth.TSMQ3 2025
- AI/HPC demand drove Q2 growth as FX and fab ramps weighed on margins.TSMQ2 2025
- Q3 revenue and net income soared on advanced node demand, with margins and cash flow rising.TSMQ3 2024
- Strong Q2 revenue and profit growth, robust outlook, and continued capital investment.TSMQ2 2024
- Q1 2025 revenue and net income surged YoY, driven by AI and HPC, despite margin pressures.TSMQ1 2025
- Q4 and 2024 delivered record growth and margins, led by advanced nodes and HPC demand.TSMQ4 2024
Next Taiwan Semiconductor Manufacturing Company earnings date
Q4 202614 Jan, 2027
Taiwan Semiconductor Manufacturing Company
Next Taiwan Semiconductor Manufacturing Company earnings date
Q4 202614 Jan, 2027
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Frequently asked questions
TSMC - The Asian Chip Juggernaut
TSMC, or Taiwan Semiconductor Manufacturing Company Limited, not only have one of the longest corporate names in history but is also currently the largest semiconductor manufacturer in the world. As the name implies, TSMC was established in Taiwan back in 1987 and is today by far the largest Asian company with its 450 billion dollar market cap.
No end-customer relations or own products
The key success factor of TSMC is said to be their decision to become a pure-play foundry business, meaning no end-customer relations or own products. By choosing not to market any semiconductor products under its own name, TSMC can ensure that their incentives are well-aligned with their customers.
Prominent companies as customers
It is said that Apple accounts for roughly one-fifth of TSMC's revenue, and other customers on the list are Advanced Micro Devices, Broadcom, NVIDIA, and Qualcomm.
Further reading: Understanding the Semiconductor Value Chain: Key Players & Dynamics
TSMC produced more than 12,000 different products for its customers in 2021 and reached revenues of 57 billion dollars, up 20 percent year-over-year. In fact, they astonshingly did more EBITDA in 2021 than revenue in 2019.