TSMC Heads Into October 15 Earnings After September Revenue Jumps 54.6%

Taiwan Semiconductor Manufacturing Company will report full third-quarter results on October 15 after posting September revenue of NT$511.86 billion, up 54.6% from a year earlier. Reuters says analysts expect another record quarterly profit as demand for advanced chips and AI-related capacity remains strong.

Key points

• TSMC says September revenue increased 54.6% year on year to NT$511.86 billion.
• The company’s third-quarter earnings conference is scheduled for October 15, after a quiet period running through October 14.
• Reuters reports analysts expect another record quarterly profit, but the final profit figure has not yet been announced.

Context

TSMC’s October 8 revenue report says September sales rose 54.6% from September 2025 and that January-through-September revenue increased 41.1% year on year to NT$3.89873 trillion. The company’s investor page schedules its third-quarter conference for October 15 and lists guidance of US$44.6 billion to US$45.8 billion in quarterly revenue, with a gross-margin range of 65% to 67%.

Reuters reported on October 12 that analysts expect TSMC to post a sixth consecutive quarter of record profit, driven by demand for advanced AI chips and packaging. That figure remains an analyst expectation until TSMC publishes the actual result. Taaza Khabar is therefore separating reported revenue, company guidance and market forecasts.

Why it matters

TSMC manufactures chips for many of the world’s largest technology companies, making its revenue and capacity outlook a widely watched indicator for advanced semiconductor demand. Strong monthly revenue does not automatically determine quarterly profit, future share performance or the pace of AI spending. The October 15 earnings release will provide the company’s actual profit and updated outlook.

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Sources and image credit

Sources checked October 12, 2026: TSMC September revenue filing, October 8; TSMC Q3 2026 investor page; Reuters, October 12.

Archival photograph: TSMC Fab 12A global headquarters, Hsinchu, 3 September 2015. Photo: 曾成訓 / Wikimedia Commons, CC BY 2.0. Original file page. It is not a photograph of the October 2026 earnings preparation.

AI-assisted original technology report based on the linked sources. Analyst profit expectations are labelled as forecasts, not reported results or investment advice.