TSMC’s Fourth-Quarter Revenue Range Implies Growth of Up to 61%

Taiwan Semiconductor Manufacturing Co. (TSMC) expects fourth-quarter revenue to reach as much as $54.3 billion, a range that implies up to 61% annual growth amid continued demand for advanced AI chips. TSMC’s forecast spans $52.3 billion to $54.3 billion, compared with $33.73 billion in revenue in the fourth quarter of 2025. The 55% to 61% year-over-year increase is calculated from those figures; TSMC provided a dollar range rather than a percentage forecast. TSMC posted record third-quarter net income of NT$763.06 billion for the quarter ended Sept. 30, up 68.7% from a year earlier. Revenue rose 41.2% in U.S. dollar terms to $46.72 billion. The third-quarter figures had not been approved by TSMC’s board of directors.

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