TSMC posts record Q3 as AI chip demand pushes revenue up 50.9%

Taiwan Semiconductor beat its own records on revenue and profit, raised its full-year outlook, and still found room to sound cautious about 2027 Taiwan Semiconductor Manufacturing Co. just had the kind of quarter most companies only see in investor-day slide decks. On October 15, 2026, the chipmaker reported record third-quarter revenue of NT$1,494.24 billion, or approximately $46.72 billion. Profit grew even faster than sales. Net income hit a record NT$763.06 billion ($23.59 billion), a 68.7% jump year over year. High-performance computing, the category that covers AI accelerators and data center processors, made up 68% of net revenue. Advanced nodes, meaning chips built on 7nm processes and smaller, generated 79% of wafer revenue. The 3nm process alone accounted for 33% of wafer revenue.

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