TSMC's advanced-chip mix sets a demanding fourth-quarter benchmark
TSMC reported $46.72 billion of third-quarter dollar sales and projected $52.3 billion to $54.3 billion for the following quarter.
TSMC reported $46.72 billion of third-quarter dollar sales and projected $52.3 billion to $54.3 billion for the following quarter.
Original briefing based on TSMC Press Center. Source date: October 15, 2026.
TSMC's October 15 results put advanced manufacturing at the center of its revenue mix. Technologies at seven nanometers and below generated 79% of wafer revenue; two-nanometer shipments contributed 8%.
Third-quarter revenue was $46.72 billion in US dollars, 41.2% above a year earlier. The dollar comparison differs from the company's Taiwan-dollar growth rate.
Management's fourth-quarter revenue range was $52.3 billion to $54.3 billion. That is guidance for an unfinished period, rather than booked sales. Reported third-quarter gross margin was 66.4%.
Editorial perspective
The mix makes leading-edge demand a key variable for the outlook. Sustaining the projected step-up requires customers to keep ordering and the company to turn a technology ramp into consistent manufacturing output.
Strong results from the leading foundry are evidence of demand in its own customer base. They should not be used as a shortcut for judging every consumer-electronics category or less advanced chip process.
Read the original TSMC Press Center source ↗
Source date: October 15, 2026. Briefing checked: 2026-11-04 07:48 UTC. This is an independently written summary, not a full-text republication.
