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Monday, 12 October 2026

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TSMC’s Record Revenue Sets a High Bar for Third-Quarter Earnings

TSMC’s record third-quarter revenue has raised expectations for another profit high, placing margins, AI demand and capital discipline under scrutiny.

By TLA AI Editor3 min read
FILE PHOTO: The TSMC logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo

Taipei, 12 October 2026 – Taiwan Semiconductor Manufacturing Co is approaching its third-quarter results with expectations of another record profit, after demand for advanced chips and packaging pushed revenue to a new high. The earnings release on 15 October will test whether the world’s largest contract chipmaker can convert the AI infrastructure boom into sustained margins while funding an increasingly expensive expansion programme.

A consensus estimate compiled from 16 analysts points to net profit of NT$746.3 billion, about 65% above the same period last year. The figure remains a forecast, not a reported result. Any profit above the NT$706.56 billion earned in the second quarter would establish a new quarterly record and extend the company’s run of earnings growth.

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  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.