TSMC (TSM) Q3 2026: Results, market reaction, and key takeaway
TSMC reported Q3 revenue of US$46.72B, up 41.2% YoY and 16.2% from Q2. Diluted EPS was NT$29.43 per common share, versus NT$27.25 in Q2; US-dollar earnings per ADR were $4.60.
📊 Results
Revenue
💡 Key Takeaway
Foundry revenue growth supports continued semiconductor demand relevant to AI infrastructure, but total company revenue does not isolate AI sales. Common-share EPS is in Taiwan dollars and is not interchangeable with US-dollar ADR earnings.
📖 Why This Matters
Quarterly earnings reports provide insight into company performance and broader economic trends. For major corporations like TSMC, results often reflect sector-wide dynamics and can influence market sentiment beyond the individual stock. Earnings per share (EPS) and revenue figures compared to analyst expectations can trigger significant price movements and reveal underlying business strength.
TSMC (TSM) Q3 2026 actual vs expected
| Release date | Thursday, October 15, 2026 at 02:00 ET |
|---|---|
| Event type | Earnings |
📚 Related calendar tools and guides
AI Power 100
Track momentum across AI infrastructure stocks, chips, energy, cooling, and cloud.
Economic Calendar
Track upcoming CPI, PPI, jobs, GDP, Fed, and major earnings events.
Calendar History
Review actual vs expected results and market reactions from past events.
Market Pulse
See how equities, crypto, rates, commodities, and risk assets are reacting now.
🔗 Related Events
Coinbase (COIN) Q4
Beat estimates. Revenue $2.3B vs $1.9B expected. Crypto rally lifted trading volumes.
Walmart (WMT) Q4
Narrow beat — EPS $0.74 vs $0.73 expected, revenue $190.7B vs $190.4B. But guidance cautious ($2.75-$2.85 EPS for FY27), spooking investors despite a $30B buyback announcement.
NVIDIA (NVDA) Q4
Monster beat — EPS $1.62 vs $1.53 expected, revenue soared 73% YoY to a record $68.13B. Full FY2026 revenue: $215.9B. 'Customers are racing to invest in AI' — Huang.