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BackTSMC’s combined revenue in the first three quarters of 2026 exceeds that of the whole of 2025
TSMC’s combined revenue in the first three quarters of 2026 exceeds that of the whole of 2025
NEWS
中国新闻网1 hour agoBusiness2 min readChinaView original

TSMC’s combined revenue in the first three quarters of 2026 exceeds that of the whole of 2025

TSMCrevenueartificial intelligence

Quick Look

  • TSMC announced that its combined revenue for the first three quarters of 2026 will be approximately NT$3.9 trillion, a year-on-year increase of 41.1%, exceeding the full year of last year.
  • Revenue in the third quarter hit a record high, mainly driven by strong demand for artificial intelligence and smartphones, and the market expects revenue to continue to rise in the fourth quarter.

AI-generated summary

Why It Matters

TSMC is the world's leading wafer foundry, and its advanced process capacity is the core of the global AI computing power infrastructure.

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China News Service, Taipei, October 8th Taiwan Semiconductor Manufacturing Co., Ltd. ("TSMC") announced on the 8th that its combined revenue in the first three quarters of 2026 was approximately 3,898.727 billion yuan (NT$, the same below), a year-on-year increase of 41.1%, exceeding the full year of 2025.

According to reports from Taiwanese media such as Central News Agency and Economic Daily, TSMC’s consolidated revenue in September was approximately 511.857 billion yuan, a decrease of 0.6% month-on-month and a year-on-year increase of 54.6%; the third quarter revenue was approximately 1.494243 billion yuan, a month-on-month increase of approximately 17.6%, a year-on-year increase of 50.9%, a record high in a single quarter.

Analysts believe that strong demand for artificial intelligence (AI), coupled with rising demand for new smartphones, is the main driving force for TSMC's third-quarter revenue to reach a record high. Thanks to factors such as strong demand for 2-nanometer advanced processes, the market expects TSMC's fourth-quarter revenue to rise further.

According to Taiwan's "Business Times" report, market analysts believe that the global demand for AI terminal computing power continues to grow, coupled with the strong demand for advanced processes and advanced packaging from major technology giants, pushing TSMC's operating performance to continue to rise.

Another report from the media showed that global cloud service providers continue to expand investment in AI infrastructure and continue to drive up demand for 3-nanometer and 5-nanometer advanced processes and advanced packaging. As the production capacity of 2nm advanced processes gradually increases, TSMC is expected to form a pattern where multiple generations of advanced processes are fully loaded at the same time.

What to Watch

AI outlook — possibilities, not facts

  • TSMC’s fourth-quarter revenue will rise further

    Likely · Within months

Open Questions

  • What is the specific yield performance of the 2nm process?
  • What is the specific expected number of revenue growth in the fourth quarter?

Related Topics

TSMC
OrganizationsTaiwan Semiconductor Manufacturing Co., Ltd.central news agencyeconomic dailyBusiness Times
PlacesTaipei
Topicsrevenueartificial intelligenceAdvanced processSemiconductor
This article was originally published by 中国新闻网.

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