TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom
Revenue rose 50.9% to NT$1.49 trillion as TSMC said fourth-quarter sales could reach $54.3 billion and 2026 growth may hit 44%.
- 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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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.
Given its central place in AI's frenzied economy, with fleas essential for companies like Nvidia or Apple, investors are looking at the results of the Taiwanese giant as a barometer of the sector's health. And they show themselves, according to analysts, all the more demanding as this sector is now used to the records. The net profit published by TSMC on Thursday is better than expected: increasing by 68.7%, it reaches 763.1 billion new Taiwanes…
(Shanghai=Yonhap News) Correspondent Cha Byung-seop = Taiwan's TSMC, the world's largest foundry (semiconductor contract manufacturing) company, bought in the 3rd quarter of this year due to the artificial intelligence (AI) boom...
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