TSM TSMC
What matters nowUpdated 20 h ago
- TSMC reported third-quarter 2026 revenue of about US$46.7 billion, up 41.2% year over year, with a 66.4% gross margin, a 58.7% operating margin and diluted EPS of NT$29.43; high-performance computing was 68% of revenue. The quarter beat the US$44.6-45.8 billion guidance, as the monthly revenue reports had signalled.
- Guidance: fourth-quarter revenue of US$52.3-54.3 billion at a 65-67% gross margin, and 2026 US-dollar revenue growth raised to about 44%. Capital spending guidance of US$60-64 billion was unchanged.
- Early-October narrative: the TSM ADR touched an intraday record on October 5 after Elon Musk confirmed early Terafab talks, then on October 7 Musk said Tesla and SpaceX would build and run Terafab themselves, with TSMC possibly limited to a sublease. Goldman Sachs kept Buy and raised its Taiwan target to NT$3,300 on October 6, projecting 2026 US-dollar growth of 42.0%.
- Customers and tool makers are committing capacity alongside TSMC: Applied Materials opened its US$5 billion EPIC Center on October 12 with TSMC, Intel, Samsung, Micron and SK hynix as founding partners. ASML's record Q3 and its warning that 2027-2028 supply may not cover demand add to the equipment read-across.
- Next on the calendar: October revenue report on November 10 (not confirmed), the December revenue report on December 10, A16 and N2P volume production targeted for the second half of 2026, and the 4Q26 earnings conference around January 14, 2027 (estimated).
Valuation & fundamentalsFull financials →
TTM through 2024-12-31 from SEC filings↗. Ratios use our pooled 24/7 price. Statements are in TWD; ratios convert at the latest Fed/ECB reference rate. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp TSMUSDT · just now | 413.38 | −0.01% | $8.0M | $23.1M | 0.0000% |
| bitget perp TSMUSDT · just now | 413.56 | +0.03% | $2.5M | $3.1M | 0.0000% |
| hyperliquid perp xyz:TSM · just now | 412.75 | −0.17% | $2.3M | $8.5M | 0.0050% |
| lighter perp 168 · just now | 413.14 | −0.07% | $136.5K | $152.8K | 0.0032% |
| aster perp TSMUSDT · just now | 414.98 | +0.37% | $946 | $106.6K | 0.0000% |
| okx perp TSM-USDT-SWAP · stale | 415.51 | +0.50% | $3.8M | $5.6M | 0.0353% |
| bybit perp TSMUSDT · stale | 415.55 | +0.51% | $1.2M | $2.4M | 0.0443% |
| coinbase perp TSM-PERP · stale | — | — | — | — | — |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
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).
ASML Q3 2026 net sales a record €11.7B; Q4 guided to €14.2-15.2B
ASML reported record third-quarter 2026 net sales of €11.7 billion and net income of about €5.0 billion, up from €9.3 billion of sales in the second quarter.
Applied Materials unveils $5B EPIC Center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix as founders
Applied Materials unveiled its EPIC Center on October 12, 2026, at its Sunnyvale, California campus.
TSMC third-quarter revenue totals about NT$1.494 trillion from its July to September monthly reports
Adding TSMC's three monthly revenue reports gives third-quarter 2026 revenue of about NT$1,494.25 billion: July NT$467.58 billion, August NT$514.81 billion and September NT$511.86 billion.
Musk says Tesla and SpaceX will build and run Terafab, with TSMC limited to a possible sublease
In posts on October 7, Elon Musk said his companies would build and operate the Terafab chip complex in Texas on their own, ruling out an operating role for TSMC.
Goldman Sachs keeps TSMC at Buy and raises target to NT$3,300 from NT$3,100
Goldman Sachs kept its Buy rating on TSMC and raised its Taiwan-listed target to NT$3,300 from NT$3,100 on October 6.
TSMC sets another record at NT$2,585 on Oct 6 as Taiwan shares near 50,000
TSMC's Taipei shares closed at a new record of NT$2,585 on October 6, up 0.39%, after its ADRs rose 2.75% in the prior US session.
TSM ADR touches record high as Musk confirms early talks with TSMC on Terafab
The TSM ADR rose about 2% to US$484.19 on October 5 in midday trading after touching an intraday record, as Elon Musk confirmed early-stage talks with TSMC about the Terafab chip project in Texas.
TSMC closes at a record NT$2,575 on Oct 5 as US tech rebounds and AI demand holds
TSMC's Taipei-listed shares rose 3% to a record close of NT$2,575 on October 5, with an intraday high of NT$2,580.
TSMC August 2026 revenue tops NT$500B for first time at NT$514.81B, up 53.3%
TSMC reported August 2026 revenue of about NT$514.81 billion, up 10.1% from July and 53.3% from August 2025.
TSMC rises 2.07% to NT$2,460 on September 7 as Taiex nears its June record
TSMC rose 2.07% to NT$2,460 on Monday September 7, while the Taiex gained 1.67% to 47,326.27, its second-highest close on record and just short of the 47,741.51 set on June 22.
TSMC slips 1.45% to NT$2,375 on August 24 as investors take profits after Taiex rally
TSMC closed down 1.45% at NT$2,375 on Monday August 24 as the Taiex fell 1.02% to 44,762.32.
TSMC board approves US$29.4B capital appropriation, NT$7.0 Q2 dividend and Sony image-sensor JV
At its August 11 board meeting TSMC approved capital appropriations of about US$29.44 billion for advanced nodes, advanced packaging, mature and specialty capacity, and fab construction.
TSMC July 2026 revenue hits record NT$467.58B, up 44.7% year on year
TSMC reported July 2026 revenue of NT$467.58 billion (US$14.51 billion), up 44.7% from a year earlier and 5.6% from June, which was itself the prior monthly record at NT$442.68 billion.
TSMC closes up 10% to NT$2,425 on July 31 as Taiex posts record point gain
TSMC rose 10% to NT$2,425 on July 31, its daily limit, as the Taiex gained 3,186.45 points (7.98%) to 43,119.75, the largest one-day point gain on record.