NuAxiSemiconductor trade intelligence
🚀 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.
What happened
TSMC's 3Q26 net profit surged 68.7% YoY to a record NT$763B, marking its 6th straight quarter of profit growth. Meanwhile, its 2nm ramp is gaining steam: the 2nm share of wafer revenue jumped 5 percentage points in a single quarter, rising to 8% in 3Q26 from just 3% in 2Q. These are reported realized results published by TrendForce on October 15, 2026 (tweet at 5:48 AM); the source does not state the cause.
Impact and signal
High impactImpact score: 88/100
Affected components and suppliers
2nm
TSMC2nmwafer revenue sharenet profit3Q26quarterly results
Source and time
Source: TrendForce Official (Market Data) · 10/14/2026 · View original source
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