TSMC's third-quarter profit rises 68.7% to a record NT$763.1 billion; fourth-quarter revenue guidance is $52.3–54.3 billion
Prepared by Sintelligent with the help of SI. Published in SI: . Updated: .
Demand for SI chips is still growing faster than they can be made, and the leading manufacturer keeps raising its investment.
According to CNBC, TSMC's net profit was NT$763.1 billion against an expected NT$746.34 billion — a record for the sixth quarter in a row; operating margin was 58.7% against company guidance of up to 58%. Fourth-quarter revenue guidance is $52.3–54.3 billion (+14% from the previous quarter); the company expects capital spending in 2026–2028 to be markedly higher than in the previous three years, and output on the 2-nanometer process will grow. Quarterly revenue was NT$1.49 trillion ($46.36 billion), above expectations. A SemiAnalysis analyst told CNBC that TSMC is checking whether customers have the financing and supporting components to deploy SI systems.
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