Reported by TSMC Newsroom on . Summarized and analyzed by XAIPART Editorial.
What happened
TSMC reported third-quarter 2026 consolidated revenue of NT$1,494.24 billion, with net income of NT$763.06 billion and diluted EPS of NT$29.43, equivalent to US$4.60 per ADR unit, for the quarter ended September 30, 2026.S1 Year-over-year, revenue rose 50.9% and both net income and diluted EPS rose 68.7%.S1 In U.S. dollars, third-quarter revenue reached $46.72 billion, up 41.2% year-over-year and up 16.2% from the second quarter of 2026.S1
Gross margin for the quarter was 66.4%, operating margin 58.7%, and net profit margin 51.1%.S1 By process node, 2-nanometer shipments accounted for 8% of total wafer revenue, 3-nanometer for 33%, 5-nanometer for 28%, and 7-nanometer for 10%, with advanced technologies (defined as 7 nm and more advanced) accounting for 79% of total wafer revenue.S1
Senior VP and Chief Financial Officer Wendell Huang attributed the quarter to "strong demand for our leading-edge process technologies" and pointed to "the steep ramp-up of our 2-nanometer technology" into the fourth quarter.S1 For fourth-quarter 2026, TSMC guided revenue to between US$52.3 billion and US$54.3 billion, gross margin to 65-67%, and operating margin to 56.5-58.5%, assuming NT$31.8 per U.S. dollar.S1
| Metric | Reported value | Source |
|---|---|---|
| Consolidated revenue | NT$1,494.24 B (US$46.72 B) | S1 |
| Net income | NT$763.06 B | S1 |
| Diluted EPS | NT$29.43 (US$4.60 per ADR) | S1 |
| Gross / operating / net margin | 66.4% / 58.7% / 51.1% | S1 |
| 2 nm share of wafer revenue | 8% | S1 |
| Advanced node share (7 nm and below) | 79% | S1 |
| Q4 2026 revenue guidance | US$52.3-54.3 B | S1 |
Background timeline
- - Prior quarter, against which Q3 revenue rose 16.2% to US$46.72 B [S1].
- - Quarter reported in this release; revenue +50.9% YoY, net income and diluted EPS +68.7% YoY [S1].
- - Publication date of TSMC Newsroom earnings release [S1].
XAIPART take
Technical impact
The 8% wafer-revenue contribution of 2 nm in just its first commercial quarter shows the node is ramping on a steeper curve than the 3 nm and 5 nm launches seen earlier in the cycle.XAIPART analysis With advanced processes already at 79% of wafer revenue, the technical question for procurement shifts from "is the node available" to "can second-source partners fill the rest."XAIPART analysis
Market impact
TSMC guiding Q4 to US$52.3-54.3 B versus US$46.72 B in Q3 implies more than 12% sequential dollar growth, with AI accelerators and mobile SoCs pulling the bulk of the mix.XAIPART analysis For buyers, sustained node concentration in one foundry tightens allocation of 3 nm and 2 nm capacity and lengthens allocation cycles even for long-standing customers.XAIPART analysis
Action
Design teams targeting 2 nm or 3 nm for 2027 tape-outs should lock wafer-start agreements and packaging capacity (CoWoS / SoIC) now, and qualify a secondary node plan in case TSMC reallocates capacity toward hyperscaler AI programs.XAIPART analysis Procurement should model a 12-16 week wafer-out extension rather than the historic 10-week baseline used for mature nodes.XAIPART analysis
XAIPART Forecast
XAIPART expects TSMC to publish a 2026 full-year capex floor above the US$101 B figure reiterated today, with the next testable threshold being TSMC's January 2027 monthly revenue disclosure: if January 2027 monthly revenue does not exceed NT$380 B (about a 10% YoY lift from current run-rate), this forecast is wrong.XAIPART analysis
Facts are as reported by the cited source. The design-in, sourcing and forward-looking statements above are XAIPART's analysis, not the source's claims. The headline figure of US$101 B for 2026-2028 capex, the longer capex horizon, and any wafer-start or lead-time data points were not disclosed in this Q3 earnings release and remain unconfirmed.
Corrections: none at publication. This brief will be updated with a timestamp if the source corrects its report.
Các lựa chọn và chu kỳ sống
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|---|---|---|---|
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Áp lực chi phí theo chiều
| Dimension | FRED series ID | Unit | Lag | As of |
|---|---|---|---|---|
| Input cost | PCOPPUSDM, PALUMUSDM, PNICKUSDM | USD/mt | 52 d | |
| Supply/demand | PCU334413334413, IPG3344S | index(1982=100) / index(2017=100) | 46 d | |
| FX & energy | DEXCHUS, DCOILBRENTEU, DHHNGSP | rate / USD/bbl / USD/MMBtu | 5 d |
No free authoritative interface for: gold · silver · rare earth · polysilicon · lithium carbonate · market share — listed rather than approximated.
Cách sản xuất điều này
Xử lý chứng cứ — thu thập, nguồn xác thực, mô hình và cửa
| Source fetched | TSMC Newsroom · pr.tsmc.com · 2,081 chars |
|---|---|
| Source sanity (S1) | ok — passed before any model call (no s1_ block recorded) |
| Model / prompt | MiniMax-M3 · prompt Blog Agent - News Summary (v2.8-final) · 6,376 tokens · 39.9s · run completed |
| Gate | verdict hold · 6/6 applicable checks passed · spec v2.9 · C10 ratio 0.029947 · C10 rounds 0 |
| Time contract | 4 <time datetime> values in this brief — 0 violations (+08:00 or date-only) |
Mỗi hàng trên đều được sản xuất bởi pipeline, không phải viết bằng tay.
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