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Flash·Companies & Capital·2026-10-09 02:15

TSMC Q3 Revenue Rises 50% to Record $46.7 Billion

TSMC on Thursday reported record third-quarter revenue of NT$1.49 trillion (about $46.71 billion), up 50% from a year earlier and ahead of market expectations.

HIMIAO Horizon·2026-10-09 02:15·1 min read

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Bright semiconductor cleanroom: engineers with a silicon wafer, white headline 'TSMC Q3 Revenue Surges 50%'
TSMC's Q3 revenue hit a record $46.7B on booming AI demand (AI-generated illustration)

What happened

The world's largest contract chipmaker reported Thursday that Q3 revenue reached NT$1.49 trillion ($46.71 billion), up 50% from a year earlier and ahead of the NT$1.46 trillion LSEG SmartEstimate drawn from 19 analysts. The company attributed the surge to booming demand for AI applications. TSMC is a major supplier to companies including Nvidia and Apple.

On the same day, GlobalFoundries announced a five-year manufacturing agreement with TSMC to produce a key advanced-packaging component in New York.

Key facts

Q3 revenue of NT$1.49 trillion ($46.71 billion), up 50% year on year — an all-time record.

Beat the consensus: the LSEG SmartEstimate from 19 analysts was NT$1.46 trillion.

September monthly revenue reportedly rose 54.6% year on year.

Growth driver: the company attributed growth to demand for AI applications; TSMC supplies Nvidia, Apple and others.

Why it matters

Third-quarter revenue reached NT$1.49 trillion, up 50% year on year and a record, above the NT$1.46 trillion estimate from 19 analysts; September revenue alone reportedly rose 54.6% year on year.
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SourcesReuters (Oct 8, source). Compiled from public information; not investment advice.

From HIMIAO Horizon · himiao.ai

TSMCQ3 REVENUE$46.7 BILLIONAI DEMANDRECORD

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