GoKawiilTSMC posts sixth consecutive record profit on AI chip demand
TSMC reported third-quarter net income of NT$763.1 billion, a 68.7% year-on-year jump, with revenue of NT$1.49 trillion, both beating analyst estimates. The company's operating margin hit 58.7%, above its own guidance, and it forecast fourth-quarter revenue of $52.3-54.3 billion, up 58% year-on-year at the midpoint.
GoKawiil's interpretation of the reporting above, not reported fact.
The results suggest AI-driven chip demand continues to give TSMC strong pricing power, as reflected in margins exceeding its guidance. TSMC's plan to significantly raise capital expenditure from 2026 to 2028 signals its own expectation that this demand surge will persist for years, though actual AI spending trends among its customers could still shift.
- TSMC's Q3 net income rose 68.7% year-on-year to NT$763.1 billion, beating estimates.
- The company guided for fourth-quarter revenue growth of 58% year-on-year at the midpoint.
- TSMC plans to sharply increase capital expenditure from 2026-2028 to meet growing demand.
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Published there as: “TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom”
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