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TSMC has reported record third-quarter 2026 revenue of NT$1.49 trillion (US$46.71 billion), up 50% year over year. Its net income, however, was still pending as of October 12: the NT$740.8 billion figure behind the “sixth straight quarter of record profit” claim is an analyst estimate, not a company result. TSMC scheduled its Q3 earnings announcement for October 15, 2026.
What TSMC has reported—and what remains a forecast
TSMC’s preliminary Q3 2026 revenue was NT$1.49 trillion (US$46.71 billion), according to Reuters’ October 8 report carried by The Business Times. That was 50% higher than a year earlier. It exceeded both the company’s July revenue outlook of US$44.6–45.8 billion and the LSEG SmartEstimate of NT$1.46 trillion, which Reuters said was based on 19 analysts.
Revenue is not net income. As of October 12, TSMC had not announced its third-quarter profit. The LSEG SmartEstimate cited by Reuters projected net income of NT$740.8 billion, up 64% year over year. That is an analyst forecast, not company guidance or a reported result. TSMC’s official quarterly-results page scheduled the earnings conference for Thursday, October 15, following a quiet period from October 5 through 14.
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How the profit estimate compares with recent quarters
| Period or benchmark | Net income | Status |
|---|---|---|
| Q3 2026 | NT$740.8 billion | LSEG SmartEstimate cited by Reuters on October 8; not yet reported |
| Q2 2026 | NT$706.56 billion | Reported by TSMC in its Q2 2026 results |
| Q3 2025 | NT$452.30 billion | Reported by TSMC in its Q3 2025 results |
The estimate would be above both comparison figures, but it does not establish that TSMC has achieved a sixth consecutive quarterly profit record. The October 15 release must confirm the amount, and a complete company history is needed to verify the streak. The already-reported revenue record cannot stand in for a net-income record.
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Why AI is part of the story, and what it does not prove
Reuters linked TSMC’s record Q3 revenue to surging demand for AI applications. The company also described strong demand for leading-edge process technologies in its Q2 release. CFO Wendell Huang, identified there as senior vice president and chief financial officer, said: “Our business in the second quarter was supported by strong demand for our leading-edge process technologies.”
Those points support treating AI-related demand and advanced-chip production as important drivers of sales. They do not show how much of the projected profit increase came from AI, or isolate the effects of product mix, factory utilization, currency, manufacturing ramp costs, or margins. The company’s October results and management comments will be needed to assess those factors.
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What to check in the October 15 results
A revenue beat does not guarantee a profit beat or higher margins. TSMC’s July outlook and Q2 actuals make the margin comparison especially relevant:
| Measure | Q3 2026 company outlook in July | Q2 2026 reported |
|---|---|---|
| Revenue | US$44.6–45.8 billion | NT$1,270.38 billion |
| Gross margin | 65–67% | Not stated in the cited Q2 figures |
| Operating margin | 56–58% | Not stated in the cited Q2 figures |
The July outlook appears in TSMC’s Q2 2026 earnings release. Q3 revenue has already exceeded that dollar-denominated range, but readers should compare the final reported gross and operating margins with guidance and check actual net income against the NT$740.8 billion estimate. For a year-over-year comparison, TSMC reported Q3 2025 revenue of NT$989.92 billion and net income of NT$452.30 billion in its Q3 2025 release.
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