TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom
- On Thursday, October 15, 2026, Taiwan Semiconductor Manufacturing reported a record third-quarter net profit of NT$763.1 billion, a 69% year-on-year surge driven by soaring global demand for AI processors.
- Booming infrastructure spending in the tech sector fuels this performance, with analysts noting strong demand for TSMC's AI chipmaking capacity and its advanced CoWoS chip packaging technology.
- Revenue reached NT$1.49 trillion in the quarter, while the company raised its 2026 capital expenditure forecast to between $60 billion and $64 billion, part of a $265 billion manufacturing investment in Arizona.
- ASML, the world's largest maker of AI chipmaking tools, reported on Wednesday that customers are already placing orders for 2029 and 2030, easing concerns the AI investment boom is losing momentum.
- TSMC's market capitalization now sits at approximately US$2 trillion, nearly double that of South Korean rival Samsung Electronics, with Taipei-listed shares having gained 57% so far in 2026.
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Taiwan Semiconductor Falls 3% Despite Record Quarterly Profit; Intel Drops 4%, AMD Slides 3%
Taiwan Semiconductor just posted its sixth straight record profit quarter, yet its stock is sinking along with Intel and AMD. Something about this earnings beat is spooking chip investors, and the reason cuts to the heart of where AI hardware demand goes next.
New U.S. interest rates are pushing the prices of the high-valued tech shares, especially the chip manufacturers. However, the facts speak a different language - as today's figures from TSMC show.
To Taiwan Semiconductor Manufacturing Co. (TSMC) recordu mais um profite recorde, impulsioned pela robust demand by infrastructure of AI, ignoring as concernedhes of the market that or investiment global nesse setor of fast crescimento estaria chegando ao limito. Matéria exclusive para assinantes. For ter acesso completa, acesse o link da materia e faça o seu cadastro.
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