TSMC third-quarter revenue rises 41.2% in dollar terms; 2nm accounts for 8% of wafer revenue
TSMC reported third-quarter 2026 revenue of 46.72 billion dollars and expects fourth-quarter revenue between 52.3 and 54.3 billion dollars.
In results released on 15 October 2026, TSMC said third-quarter revenue rose to 46.72 billion dollars and net income grew 68.7% from a year earlier. The company expects demand for leading-edge technologies to stay strong in the fourth quarter, including a steep production ramp of its 2-nanometer technology.
Chipmaker TSMC released its results for the third quarter ended 30 September in a press release on 15 October 2026. Revenue was 1.494 trillion New Taiwan dollars, equal to 46.72 billion dollars. According to TSMC, revenue in dollar terms rose 41.2% from a year earlier and 16.2% from the previous quarter.
- Net income was 763.06 billion New Taiwan dollars, up 68.7% year over year.
- Gross margin was 66.4%, operating margin 58.7% and net margin 51.1%.
- 2nm technology accounted for 8% of wafer revenue, 3nm for 33%, 5nm for 28% and 7nm for 10%.
- Fourth-quarter guidance is revenue of 52.3 to 54.3 billion dollars and a gross margin of 65% to 67%.
Why it matters
Chief financial officer Wendell Huang credited the quarter to strong demand for the company's most advanced process technologies and said TSMC expects that demand to continue in the fourth quarter, with 2nm production ramping up quickly. Continued demand for leading-edge capacity could keep supply planning important for companies buying servers, laptops and network equipment. For IT managers in Türkiye planning hardware refreshes or server projects for 2027, confirming delivery times and price quotes early could be a practical step.
- Revenue grew 41.2% year over year in dollar terms.
- Technologies of 7nm and below made up 79% of wafer revenue.
- The company expects a fast ramp of 2nm production in the fourth quarter.
Sources
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