TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom

Business News and FinanceVIEW IN APPMarketsBusinessInvestingTechPoliticsSelectMake ItTechTSMC posts record profit for a sixth straight quarter, beating estimates on AI boomPublished Thu, Oct 15 2026 1:37 AM EDTJenny Lee@in/jenny-lee-102020a8WATCH LIVEKEY POINTS TSMC reported third-quarter net profit of NT$763.1 billion, up 68.7% from a year earlier.The company's revenue and net profit both beat expectations.In this article

Taiwan Semiconductor Manufacturing Co. on Thursday reported a record third-quarter profit that beat estimates, powered by an unrelenting global appetite for AI chips.

Here are TSMC's third-quarter results against LSEG SmartEstimates, which are weighted toward forecasts from analysts who are more consistently accurate:

The world's largest contract chipmaker posted a record net profit for a sixth straight quarter, reporting 68.7% surge in the reported quarter from a year earlier.

TSMC continues to post strong monthly sales growth amid sustained demand for advanced chips. In September, the company reported a 54.6% jump revenue from a year earlier to NT$511.86 billion.

During its second-quarter earnings announcement in July, TSMC outlined plans to expand its U.S. manufacturing footprint, including a total planned investment of $265 billion in Arizona. The chipmaker is also reportedly considering expanding beyond Arizona, evaluating a potential investment in Texas as it looks to further strengthen its U.S. manufacturing presence.