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Thursday, 15 October 2026

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TSMC Q3 Profit Jumps 69% to Record as AI Chip Demand Accelerates

Taiwan Semiconductor Manufacturing Company posted a record NT$763.1 billion third-quarter profit as strong AI demand drove revenue and advanced-chip sales higher.

By Rebecca Hsu4 min read

Taipei, 15 October 2026 – Taiwan Semiconductor Manufacturing Company Limited reported a record NT$763.1 billion (US$23.6 billion) net profit for the third quarter of 2026, up 68.7% from a year earlier and above market expectations, as demand for artificial intelligence processors and advanced chips remained strong. Revenue rose 50.9% year-on-year to NT$1.49 trillion. TSMC

For Asian investors, the results reinforce TSMC’s central role in the global AI supply chain at a time when technology shares are under pressure from higher interest rates and concerns over the financing of data-centre expansion. The earnings confirm that underlying demand for advanced semiconductors remains robust even as valuations and funding conditions across the wider AI sector become more volatile.

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Author

  • Rebecca Hsu is a Senior Economist and Lead Analyst for The Ledger Asia, focusing on the rapidly evolving financial landscapes of East and Southeast Asia. With a background in sovereign risk assessment and emerging market trends, Rebecca provides sharp commentary on trade dynamics, monetary policy, and the digital economy's impact on regional growth.

    Formerly a strategic advisor for major financial institutions in Hong Kong, she excels at translating complex macroeconomic shifts into actionable insights for investors and policymakers. Her work at The Ledger Asia centers on China’s economic transition and the burgeoning manufacturing hubs of ASEAN, ensuring readers stay ahead of Asia’s shifting financial tides.