Chips, GPUs & Systems

TSMC’s third-quarter net profit increased 69% year-over-year; the company forecasts fourth-quarter revenue of $52.3 billion–$54.3 billion.

· ComputeLabs Research · from the October 15, 2026 edition

TSMC’s third-quarter net profit increased 69% from a year earlier, according to the supplied daily recap. The same source described the quarter as its sixth consecutive quarter of record net profit, but did not provide the absolute profit amount.

Fourth-quarter revenue guidance was $52.3 billion–$54.3 billion. The recap characterized the guidance as 6% above market expectations; this remains a forecast for the upcoming quarter, separate from the reported third-quarter result.

In related company remarks, TSMC expressed strong conviction in the AI demand trend, while its chief executive said Texas was being considered as a potential expansion location. The location comment describes an option under consideration, not an approved facility, funded construction commitment, or announced production schedule.

  • TSMC

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