TSMC forecasts Q4 revenue jump of up to 61% after record Q3 profit

The chipmaker's AI-fueled run shows no sign of cooling, with 2nm chips gaining ground and capex plans holding firm Taiwan Semiconductor Manufacturing Company just posted another record quarter. Then it told investors the next one should be even bigger. TSMC expects fourth-quarter revenue to climb by as much as 61% from a year earlier. That guidance follows a third quarter in which net income hit NT$763.06 billion ($23.59 billion), up 68.7% year-over-year. TSMC reported third-quarter revenue of NT$1,494.24 billion ($46.72 billion) on October 15, 2026. That figure was up 50.9% from the same period last year and 17.6% higher than the previous quarter. It also marked the sixth straight quarter of record earnings. TSMC has now strung together 11 consecutive quarters of year-over-year profit growth.

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