News brief / Semiconductors / AI & Compute
TSMC reports US$46.72 billion in third-quarter revenue
The 15 October release separates reported results from a fourth-quarter revenue outlook of US$52.3–54.3 billion.
Cite this work
OPEN VARIABLE. TSMC reports US$46.72 billion in third-quarter revenue. 2026-10-17. https://www.openvariable.com/latest/tsmc-third-quarter-2026
The reported quarter
TSMC’s 15 October release reports US$46.72 billion in consolidated revenue for the quarter ended 30 September 2026. Revenue increased 41.2% year on year and 16.2% from the preceding quarter. The gross margin was 66.4%. These are company-reported results. TSMC ↗
The outlook
Management expects fourth-quarter revenue of US$52.3–54.3 billion. That range is guidance for a future reporting period. It should not be combined with the completed quarter as though both were observed outcomes.
What the figures establish
The release describes the supplier’s financial performance and process mix. It does not measure individual customer installations or working AI capacity. Read the original release for the reporting scope and assumptions; the related analysis follows the evidence needed beyond a semiconductor sale.
Sources
- TSMC Reports Third Quarter EPS of NT$29.43
Issuer financial release. Consolidated supplier results and management guidance; not a measure of customer installations, AI-only demand or investment returns.