TSMC has $47bn revenue Q3

What happened

TSMC reported that Q3 revenue increased 41.2% year-on-year and 17.2% quarter-on-quarter to $46.72 billion; gross margin was 66.4%, operating margin was 58.7%, and net profit margin was 51.1%. In the third quarter, 2-nanometer wafer revenue accounted for 8% of total wafer revenue, 3-nanometer for 33%, 5-nanometer for 28%, and 7-nanometer for 10%; advanced technologies (7-nanometer and above) accounted for 79% of total wafer revenue. TSMC Senior Vice President and CFO Wendell Huang said the third-quarter business was supported by strong demand for leading-edge process technologies; looking ahead to Q4 2026, the company expects revenue to be between $52.3 billion and $54.3 billion, gross profit margin between 65% and 67%, and operating profit margin between 56.5% and 58.5%.

Impact and signal

Affected components and suppliers

Source and time

Source: Electronics Weekly · 10/15/2026 · View original source