Taiwan Semiconductor Manufacturing Co. closed out the third quarter with record revenue, as surging demand for artificial intelligence chips continued to lift the world's largest contract chipmaker. The company posted September sales of NT$511.86 billion ($16.03 billion), up 54.6% from a year earlier, while cumulative third-quarter revenue reached a record NT$1.49 trillion ($46.71 billion), according to CNBC and Seeking Alpha.
Quarterly Revenue Beats Analyst Estimate
Seeking Alpha reported that TSMC's third-quarter revenue of NT$1.49 trillion ($46.71 billion) rose 50% year over year and came in above the LSEG SmartEstimate of NT$1.46 trillion, a consensus-style analyst projection compiled by the data provider. The outlet attributed the growth to continued strength in semiconductor demand tied to AI applications.
CNBC separately reported September's standalone figure, noting that monthly revenue of NT$511.86 billion was up 54.6% from a year earlier but down 0.6% from August. CNBC later appended a correction clarifying that September sales did not represent a record high on a standalone monthly basis, even though the quarterly total did reach a record.
Shares Slipped Ahead of the Release
According to CNBC, TSMC shares closed 1.35% lower on the session ahead of the company's release of its monthly revenue figures. The report did not detail trading activity following the disclosure, so it is not possible to characterize how the stock responded once the numbers were public.
AI Demand and Key Customers
CNBC reported that TSMC counts Nvidia and Apple among its customers and has been a major beneficiary of surging demand for advanced AI chips. The outlet also noted that in September, TSMC committed to using ASML's High NA extreme ultraviolet lithography machines, a technology used to produce more advanced chips, joining Samsung Electronics among customers adopting it.
Earnings Call Ahead
CNBC reported that TSMC is scheduled to report its third-quarter earnings next week. The reporting reviewed did not include details of what the company is expected to disclose on that call, and no guidance figures were available.
Bottom Line
TSMC's September sales and record quarterly revenue underscore the continued strength of AI-driven chip demand that both CNBC and Seeking Alpha describe as the central driver of the company's growth. The quarter's revenue topped the LSEG SmartEstimate cited by Seeking Alpha, while CNBC's figures show September revenue slipping 0.6% from August even as the year-over-year comparison remained strong at 54.6%. Per CNBC, TSMC is scheduled to report third-quarter earnings next week, which should add detail on the quarter's performance.
DISCLAIMER: Traders Agency does not offer financial advice. The information provided is for educational purposes only and should not be considered financial advice. Traders Agency is not responsible for any financial losses or consequences resulting from the use of the information provided. Trading carries inherent risks and may not be suitable for all individuals. You are advised to conduct your own research and seek personalized advice before making any investment decisions, recognizing the potential risks and rewards involved.
- Seeking Alpha Market News: TSMC's Q3 revenue jumps 50% Y/Y to record NT$1.49T, beating estimates · accessed Oct 8, 2026
- CNBC Top News: TSMC’s September sales surge year-over-year as AI drives chip demand · accessed Oct 8, 2026
See more from Traders Agency on Google
Make us a preferred source and our market analysis will appear more prominently in your Google Search, Top Stories, and AI results.
Add to Preferred Sources
