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RT NEWS: #TSMC is raising the bar again! The foundry giant lifted its 2026 revenue growth outlook from 40% to 44%, with another record quarter in sigh...

What happened

TSMC has raised its 2026 revenue growth outlook from 40% to 44% (a forecast, not an actual result). It also projects 4Q sales to jump 58% YoY and 14% QoQ, with record 4Q revenue of up to US$54.3B in sight; the source ties this outlook to an accelerating 2nm ramp. All figures are forecasts, concern TSMC's 2nm-related business, and no specific part numbers are given.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

2nm

TSMC

revenue_forecast2026_outlook4Q_revenue2nm_rampfoundry

Source and time

Source: TrendForce Official (Market Data) · 10/14/2026 · View original source

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🚀 From 3% to 8% in just one quarter! #TSMC’s 2nm ramp is picking up speed, with its share of wafer revenue jumping 5 percentage points in 3Q26.TrendForce Official (Market Data) · 10/14/2026

RT NEWS: #TSMC is raising the bar again! The foundry giant lifted its 2026 revenue growth outlook from 40% to 44%, with another record quarter in sigh...

What happened

Impact and signal

Affected components and suppliers

Source and time

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