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TSMC posts a sixth straight record profit but turns cautious on 2027

AI demand still outruns the chipmaker’s supply, and it will add another 3nm fab in Taiwan. Fourth-quarter revenue could rise as much as 61% on a year earlier, to $54.3bn.

Tarun Mottlia

Via TNW | Business

·Excerpt
TSMC posts a sixth straight record profit but turns cautious on 2027
Image: TSMC’s Fab 16 in Nanjing, China.

TSMC’s Fab 16 in Nanjing, China.

TSMC made a record net profit of NT$763.1bn ($23.59bn) in the third quarter, up 69% on a year earlier. That beat the NT$746.3bn LSEG SmartEstimate, Reuters reported.

Revenue rose 51% to NT$1.49tn, or 41.2% to $46.72bn in US dollar terms, according to TSMC’s results. Its operating margin was 58.7%. High-performance computing made up 68% of revenue and smartphones 21%. Chips made at 3nm brought in 33% of wafer revenue. It was TSMC’s sixth straight…

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