TSMC reported third-quarter net income of NT$763.06 billion on October 15, 2026, up 68.7% from a year earlier. Revenue for the quarter ended September 30 was NT$1,494.24 billion, or US$46.72 billion. A footnote in the attached earnings release says the Q3 figures have not been approved by the board of directors. That qualification matters when reading the announcement.
The same quarter, two currency presentations
| Measure | Official figure or condition |
|---|---|
| Consolidated revenue | NT$1,494.24 billion; +50.9% year on year |
| Revenue in US dollars | US$46.72 billion; +41.2% year on year |
| Net income | NT$763.06 billion; +68.7% year on year |
| Diluted earnings per share | NT$29.43 |
| Earnings per ADR unit | US$4.60 |
| Gross / operating / net profit margin | 66.4% / 58.7% / 51.1% |
The 50.9% revenue increase is measured in New Taiwan dollars. The 41.2% increase is the company’s US-dollar presentation. These growth rates should not be interchanged. The figures are consolidated, meaning they cover the reporting group, and were prepared under Taiwan International Financial Reporting Standards, or TIFRS. They are not labelled adjusted earnings in this report.
What changed from the previous quarter
Against Q2 2026, TSMC reported revenue growth of 17.6% in NT dollars and net-income growth of 8.0%. US-dollar revenue rose 16.2% quarter on quarter. Diluted EPS was NT$29.43; US$4.60 is the separately stated earnings per American depositary receipt unit, not the same per-share currency figure. Diluted EPS accounts for the relevant diluted share count.
Technology mix is a share of wafer revenue
The release assigns 8% of wafer revenue to 2-nanometer technology, 33% to 3-nanometer, 28% to 5-nanometer and 10% to 7-nanometer. Together, 7-nanometer and more advanced technologies accounted for 79%. These are shares of wafer revenue, not shares of total profit, shipment growth or estimates of AI demand.
The gross margin of 66.4% describes revenue after production costs; the 58.7% operating margin and 51.1% net profit margin describe later stages of the income statement. A larger revenue figure alone does not establish a change in each margin. No unverified explanation for demand, customer orders or share-price movements is added here.
The HTML announcement and its attached PDF are two formats of the same issuer release, not independent confirmations. CapKet has checked their stated figures and the PDF footnote, but has not verified a later board approval, analyst consensus or future-quarter outlook. The figures above are reported historical results, not a forecast.
Official sources and checks
Sources checked: 15/10/2026, 11:20:25 IST. October 15 issuer announcement · Attached earnings release and board-approval footnote.
Earlier report: September revenue, before the Q3 earnings release.
Recorded source observation: . This is a source-check timestamp, not a market quote or a new article update.