> ## Content Index
> Fetch the complete content index at: https://www.bullished.co/llms.txt
> Use this file to discover other available public pages before exploring further.

# TSMC Guides Fourth-Quarter Revenue To US$52.3 Billion-US$54.3 Billion After NT$763.06 Billion Quarterly Profit
- URL: https://www.bullished.co/tsmc-guides-fourth-quarter-revenue-to-us-52-3-billion-us-54-3-billion-after-nt-763-06-fd160d93/
- Published: 2026-10-15T10:50:51.000Z
- Updated: 2026-10-15T10:50:51.000Z
- Description: TSMC's third-quarter net income rose 68.7% from a year earlier, and management guided fourth-quarter gross margin of 65% to 67%.
- Author: Matteo Parrino
- Tags: Earnings, TSM, Industry: Technology

TSMC said third-quarter net income was [NT$763.06 billion](https://www.sec.gov/Archives/edgar/data/1046179/000104617926000726/a3q26e%5Fwithguidancexfinal.htm?ref=bullished.co), up 68.7% from a year earlier, on consolidated revenue of NT$1,494.24 billion, up 50.9%. The company announced the results Thursday in a release furnished to the SEC on Form 6-K, along with fourth-quarter guidance.

## What the release says

Diluted earnings per share were NT$29.43, or US$4.60 per ADR unit (a U.S.-listed share certificate), for the quarter ended September 30, 2026\. The company noted the figures follow TIFRS on a consolidated basis and have not been approved by its board.

Against the second quarter of 2026, [revenue rose 17.6%](https://hk.finance.yahoo.com/news/%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%B3%95%E8%AA%AA-q3%E7%B4%94%E7%9B%8A7630-64%E5%84%84%E5%85%83%E5%AD%A3%E5%A2%9E8-eps29-43%E5%85%83%E7%BA%8C%E5%89%B5%E5%96%AE%E5%AD%A3%E6%96%B0%E9%AB%98-060121480.html?ref=bullished.co) and net income rose 8.0%. In US dollars, revenue was US$46.72 billion, up 41.2% from a year earlier and 16.2% from the previous quarter.

[Gross margin was 66.4%](https://hk.finance.yahoo.com/news/%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%B3%95%E8%AA%AA-q3%E7%B4%94%E7%9B%8A7630-64%E5%84%84%E5%85%83%E5%AD%A3%E5%A2%9E8-eps29-43%E5%85%83%E7%BA%8C%E5%89%B5%E5%96%AE%E5%AD%A3%E6%96%B0%E9%AB%98-060121480.html?ref=bullished.co), operating margin 58.7% and net profit margin 51.1%. Gross profit was NT$992.38 billion versus NT$588.54 billion a year earlier, a 68.6% rise.

By technology, 2-nanometer shipments were 8% of wafer revenue, 3-nanometer 33%, 5-nanometer 28% and 7-nanometer 10%. Advanced technologies, meaning 7-nanometer and more advanced, made up 79%.

## The fourth-quarter outlook

Management expects fourth-quarter revenue of US$52.3 billion to US$54.3 billion, above the third quarter's US$46.72 billion. [Assuming 31.8 NT dollars](https://www.sec.gov/Archives/edgar/data/1046179/000104617926000726/a3q26e%5Fwithguidancexfinal.htm?ref=bullished.co) per US dollar, it guided gross margin of 65% to 67% and operating margin of 56.5% to 58.5%.

Third-quarter gross margin of 66.4% sits inside that guided range. Yahoo Finance [reported](https://hk.finance.yahoo.com/news/%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%B3%95%E8%AA%AA-q3%E7%B4%94%E7%9B%8A7630-64%E5%84%84%E5%85%83%E5%AD%A3%E5%A2%9E8-eps29-43%E5%85%83%E7%BA%8C%E5%89%B5%E5%96%AE%E5%AD%A3%E6%96%B0%E9%AB%98-060121480.html?ref=bullished.co) that the margin's sequential decline came mainly from dilution by early 2-nanometer capacity, and that high-performance computing made up 68% of third-quarter revenue.

Chief Financial Officer Wendell Huang said the quarter was "supported by strong demand for our leading-edge process technologies." For the fourth quarter he pointed to "the steep ramp-up of our 2-nanometer technology."

Fourth-quarter results will be measured against that US$52.3 billion to US$54.3 billion revenue range and the 65% to 67% gross margin guide.

### Sources

- [Form 6-K — TSMC Reports Third Quarter EPS of NT$29.43](https://www.sec.gov/Archives/edgar/data/1046179/000104617926000726/a3q26e%5Fwithguidancexfinal.htm?ref=bullished.co) — SEC EDGAR
- [TSMC: Q3 Earnings Snapshot](https://finance.yahoo.com/markets/stocks/articles/tsmc-q3-earnings-snapshot-055852237.html?ref=bullished.co) — Associated Press
- [〈台積電法說〉Q3純益7630.64億元季增8% EPS29.43元續創單季新高](https://hk.finance.yahoo.com/news/%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%B3%95%E8%AA%AA-q3%E7%B4%94%E7%9B%8A7630-64%E5%84%84%E5%85%83%E5%AD%A3%E5%A2%9E8-eps29-43%E5%85%83%E7%BA%8C%E5%89%B5%E5%96%AE%E5%AD%A3%E6%96%B0%E9%AB%98-060121480.html?ref=bullished.co) — Yahoo Finance

### More on Tsmc

- [TSMC's September Sales Hit NT$511.86 Billion, Up 54.6% On The Year, Down 0.6% From August](https://www.bullished.co/tsmcs-september-sales-hit-nt-511-86-billion-up-54-6-on-the-year-down-0-6-from-august-c9bdfee2/)

[All Tsmc (TSM) coverage →](https://www.bullished.co/tag/tsm/)