TSMC Q3 Revenue Surges Over 50% Year‑on‑Year, Hitting Record NT$1.49 trillion

TSM said September revenue rose 54.6% from a year earlier to NT$511.86 billion, about $16.03 billion, only 0.6% below August's record month. That took third-quarter revenue to about NT$1.49 trillion, or $46.7 billion, a 51% increase and the company's highest quarter ever, ahead of the NT$1.46 trillion analysts expected. Revenue for the first nine months rose 41.1% to NT$3.90 trillion.

The quarter also cleared the top of TSMC's own guidance range of $44.6 billion to $45.8 billion, a sign that AI accelerator demand from customers such as NVDA, AMD and AAPL ran ahead of the company's forecast. North American customers accounted for more than 75% of sales in the first half of the year.

Taipei-listed shares had closed 1.35% lower before the figures were released and fell more than 1% to NT$2,555 in Taipei trading on October 8. The same day, Samsung estimated record quarterly operating profit, reinforcing the picture of AI demand lifting the whole chip supply chain.

The October 15 earnings call is the next test. Bloomberg analyst Charles Shum flags 2027 capital spending, a possible Texas expansion on top of the Arizona campus, reported wafer price increases of 3% to 6% for 2027, and progress on advanced packaging capacity as the questions that matter.