TSMC Q3 net profit seen up 65% YoY, sixth straight record quarter on AI demand
10/12/2026 — 10/12, 14:19·1 sources (all)·1 reports (all)·In the 2026-10-12 briefing
Key takeaways
- TSMC's third-quarter net profit is expected to jump 65% year-over-year to NT$746.3 billion, according to a LSEG SmartEstimate poll of 16 ana…
Background & analysis
TSMC has yet to release its third-quarter results, but analysts are already projecting another record. According to a report citing LSEG SmartEstimate, a survey of 16 analysts puts TSMC's Q3 net profit at NT$746.3 billion, up 65% year over year and equivalent to about $23.4 billion. If the figure holds, it would exceed the NT$706.56 billion threshold and mark a new all-time high for quarterly net profit, extending the company's streak to 11 consecutive quarters of profit growth and a sixth straight quarter of record earnings.
The projection follows preliminary data TSMC published last Thursday. The company reported Q3 revenue of NT$1.49 trillion, or roughly $46.7 billion, a 51% increase from a year earlier. That result beat market expectations and set a record high. The report attributes the performance to AI demand and describes TSMC as the world's largest contract manufacturer of advanced AI chips.
The situation now rests on TSMC's formal Q3 earnings release, scheduled for Thursday. Both the net profit and revenue figures reported so far are analyst estimates or preliminary numbers, and the final results have yet to be confirmed by the company.
AI-generated from 1 reports · updated 2 hours ago
Latest turnTSMC's Q3 net profit is expected to jump 65% year over year to NT$746.3 billion, which would mark a sixth straight record quarter, according to a LSEG SmartEstimate poll of 16 analysts cited by Cailian Press. The company's preliminary figures last week showed Q3 revenue of NT$1.49 trillion, up 51% and above market expectations.
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TSMC's Q3 net profit is expected to jump 65% year over year to NT$746.3 billion, which would mark a sixth straight record quarter, according to a LSEG SmartEstimate poll of 16 analysts cited by Cailian Press. The company's preliminary figures last week showed Q3 revenue of NT$1.49 trillion, up 51% and above market expectations.
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