TSMC reports record profit as TSMC stock trades at EUR 376.00

Published on 10/15/2026 at 11:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Net income rose 68.7 percent in the third quarter. TSMC stock trades at EUR 376.00 on October 15, 2026, while fourth-quarter sales guidance reaches USD 54.3 billion.

Quarterly growth and forward guidance

Net income reached NT$763.1 billion on October 15, 2026, up 68.7 percent year over year.
Fourth-quarter revenue guidance spans USD 52.3 billion to USD 54.3 billion.
TSMC stock trades at EUR 376.00 at 11:43 a.m. CEST at Lang & Schwarz on October 15, 2026.

TSM, US8740391003, Illustration mit AI erstellt.

Taiwan Semiconductor Manufacturing Company Limited (TSMC) (ISIN US8740391003) trades at EUR 376.00 at Lang & Schwarz on October 15, 2026, at 11:43 a.m. CEST. CNBC reported on October 15, 2026, that TSMC delivered record third-quarter profit as demand for artificial intelligence chips lifted revenue and earnings above expectations.

Profit reaches a new high

Net income for the third quarter of 2026 reached NT$763.1 billion, up 68.7 percent from the same period a year earlier. Revenue came to NT$1.49 trillion, compared with the LSEG SmartEstimate of NT$1.47 trillion, while net income exceeded the NT$746.34 billion estimate, according to CNBC.

The operating margin was 58.7 percent in the third quarter of 2026, above the upper end of the company's earlier guidance. High-performance computing supplied 68 percent of revenue, while 3-nanometer chips accounted for 33 percent of technology revenue, giving the results a clear AI infrastructure connection.

What does guidance mean for margins?

TSMC guided fourth-quarter 2026 revenue to USD 52.3 billion to USD 54.3 billion, implying 14 percent sequential growth at the midpoint. The same outlook puts gross margin at 65 percent to 67 percent and operating margin at 56.5 percent to 58.5 percent, according to the Yahoo Finance earnings-call transcript dated October 15, 2026.

The margin outlook reflects the initial ramp of 2-nanometer production and the cost of overseas fabs. Management also reiterated a 2026 capital budget of USD 60 billion to USD 64 billion and projected full-year 2026 revenue growth of 44 percent in U.S. dollar terms, while describing demand for leading-edge technology as stronger than available supply.

Stock price and investor context

The immediate investor debate is therefore not only whether AI demand remains strong, but how much of that demand can be converted into profit while capacity expands. The third-quarter gross margin of 66.4 percent and the fourth-quarter midpoint guidance of 66 percent provide the clearest near-term comparison.

TSMC's primary listing is on the New York Stock Exchange under ticker TSM. The company said its third-quarter results beat expectations, while the earnings-call outlook points to continued sales growth alongside measured margin dilution.

Trading level in euros

TSMC stock was trading at EUR 376.00 at Lang & Schwarz on October 15, 2026, at 11:43 a.m. CEST. The euro quote gives investors in Germany a live reference while the latest company figures point to record profitability and a substantial fourth-quarter revenue range. The further course of trading is shown by the continuously updated real-time quote of TSMC stock.