TSMC reported consolidated third-quarter 2026 revenue of NT$1,494.24 billion, net income of NT$763.06 billion and diluted earnings per share of NT$29.43 (US$4.60 per ADR unit) for the quarter ended September 30, 2026.
Year over year, third-quarter revenue increased 50.9%, while net income and diluted EPS both increased 68.7%. Compared with the second quarter of 2026, revenue increased 17.6% and net income increased 8.0%. Gross margin was 66.4%, operating margin was 58.7% and net profit margin was 51.1%. All figures were prepared in accordance with TIFRS on a consolidated basis.
In the third quarter, 2-nanometer accounted for 8% of total wafer revenue, 3-nanometer for 33%, 5-nanometer for 28% and 7-nanometer for 10%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 79% of total wafer revenue.
Wendell Huang, Senior VP and Chief Financial Officer of TSMC, said the company’s third-quarter business was supported by strong demand for its leading-edge process technologies. He said TSMC expects continued strong demand in the fourth quarter of 2026, including the steep ramp-up of its 2-nanometer technology.
TSMC expects fourth-quarter 2026 revenue of US$52.3 billion to US$54.3 billion. Based on an exchange rate assumption of 1 US dollar to 31.8 NT dollars, it expects gross profit margin of 65% to 67% and operating profit margin of 56.5% to 58.5%.
