TSMC Q3 2026 revenue about US$46.7B and EPS NT$29.43; Q4 guided to US$52.3-54.3B, 2026 growth raised to about 44%

TSMC reported third-quarter 2026 revenue of about US$46.7 billion, up 41.2% year over year, with gross margin of 66.4%, operating margin of 58.7% and net income of NT$763.06 billion (diluted EPS NT$29.43). It guided fourth-quarter revenue to US$52.3-54.3 billion at a 65-67% gross margin, and raised its 2026 US-dollar revenue growth outlook to about 44%. Capital spending guidance of US$60-64 billion was unchanged; high-performance computing was 68% of revenue.

• Q3 revenue about US$46.7B (+41.2% YoY); gross margin 66.4%; operating margin 58.7%
• Net income NT$763.06B; diluted EPS NT$29.43
• Q4 guide: revenue US$52.3-54.3B, gross margin 65-67%
• 2026 USD revenue growth outlook raised to about 44%; capex US$60-64B unchanged
• High-performance computing 68% of revenue