Taiwan Semiconductor Manufacturing Company reported consolidated third-quarter revenue of NT$1,494.24 billion ($46.72 billion / $46.72bn) on 15 October 2026, an increase of 41.2% year-on-year in US dollars and 50.9% in New Taiwan dollars [1].
High-performance computing expanded 22% sequentially to account for 68% of net revenue, up from 57% in the previous quarter [1]. Advanced process technologies of 7-nanometer and smaller represented 79% of total wafer revenue, with 2-nanometer shipments reaching 8% and 3-nanometer nodes contributing 33% [1].
Consolidated net income reached NT$763.06 billion ($23.85 billion), with gross margin at 66.4% [1]. Capital expenditures for the quarter totaled $13.84 billion as the foundry ramped initial 2-nanometer volume manufacturing [1].
What it measures
Consolidated revenue, wafer geometry breakdown, and platform compute shipments across TSMC manufacturing operations for the quarter ended 30 September 2026 [1].
What it does not tell you
The filing groups enterprise AI accelerators with server processors, graphics units, and personal computer chips within the 68% computing platform category without breaking out discrete artificial intelligence accelerator shipments [1].
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