TSMC reports USD 46.72 billion revenue for TSM stock

Published on 10/23/2026 at 10:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue rose 50.9 percent to USD 46.72 billion. TSM stock costs EUR 372.25 on October 23, 2026 and guidance starts at USD 52.3 billion.

Revenue and calendar

Third-quarter revenue increased 50.9 percent year over year on October 15, 2026.
Fourth-quarter revenue guidance spans USD 52.3 billion to USD 54.3 billion.
TSM stock trades at EUR 372.25 at 10:01 a.m. CEST at Lang & Schwarz on October 23, 2026.

TSM, US8740391003, Illustration mit AI erstellt.

Taiwan Semiconductor Manufacturing stock (ISIN US8740391003) was trading at EUR 372.25 at Lang & Schwarz on October 23, 2026 at 10:01 a.m. CEST. The company reported third-quarter revenue of USD 46.72 billion on October 15, 2026, up 50.9 percent from a year earlier, according to StockTitan.

Results set a high bar

TSMC's third-quarter net income reached NT$763.06 billion, an increase of 68.7 percent year over year. Diluted earnings per share came to NT$29.43, while gross margin was 66.4 percent, down from 67.7 percent in the second quarter, the filing said.

The quarter also showed the scale of the advanced-node ramp. Technologies at 7 nanometers and below accounted for 79 percent of wafer revenue, while 2-nanometer shipments represented 8 percent. Operating margin was 58.7 percent in the third quarter.

What does the outlook mean?

Management guided fourth-quarter revenue to USD 52.3 billion to USD 54.3 billion, a range that places the midpoint at USD 53.30 billion. The company also projected a fourth-quarter gross margin of 65 percent to 67 percent and an operating margin of 56.5 percent to 58.5 percent, according to Investors Business Daily. The lower margin range reflects dilution from the early 2-nanometer ramp, even as demand for leading-edge processors remains the central operating driver.

Dividend dates are next

TSMC's recent chronology includes the NT$7.00 cash dividend approved on August 11, 2026, the September 8, 2026 large-format photomask initiative with ASML, and the October 15, 2026 third-quarter report. The company's recent filing also lists December 10, 2026 as the ex-dividend date and December 16, 2026 as the record date for the second-quarter dividend.

For investors, the next calendar markers are therefore the December 10, 2026 ex-dividend date and the December 16, 2026 record date. The operating question is whether the 2-nanometer ramp can support the revenue trajectory while margins stay inside the guided 65 percent to 67 percent range.

Stock valuation context

TSMC's market capitalization was USD 2.1 trillion as of October 22, 2026, and its primary listing is on the NYSE. The 52-week NYSE range was USD 266.82 to USD 487.47, putting the latest US-listed reference near the middle of that interval.

TSM stock was trading at EUR 372.25 at Lang & Schwarz on October 23, 2026 at 10:01 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of TSM stock.