TSMC Q3 revenue hits NT$1.49 trillion, beats estimates

The quarter's strength extends a run that has been building through the year. Revenue for the first nine months of 2026 rose 41.1% year on year to NT$3.90 trillion, which puts the third quarter's 50% growth in the context of a business already expanding quickly rather than rebounding from a weak base. September alone brought in NT$511.86 billion, a 55% rise from a year earlier, though it slipped 0.6% from August.

What sets the tone for the months ahead is where the demand is coming from. The company said the results underscore continued strength in demand for advanced chips used in AI accelerators and data centers, and it has been expanding capacity to meet that demand. TSMC is also investing heavily overseas, including in the United States, as governments seek to strengthen domestic semiconductor supply chains — a shift that adds execution and cost considerations on top of the pure demand picture.

Worth noting is that the market did not treat the beat as unambiguously good news. Taipei-listed shares fell more than 1% to NT$2,555.0 by 05:45 GMT, suggesting investors may have been looking past the headline revenue figure, though the body does not say why.