TSMC Set for Sixth Straight Record Profit as AI Chip Demand Keeps Climbing
TSMC is about to make it six. The world’s biggest maker of advanced AI chips is expected to post a sixth consecutive quarter of record profit when it reports third-quarter earnings this Thursday, October 15 — and analysts say the AI chip boom has made the outcome close to a formality. The numbers are already most of the way there. TSMC told investors on October 8 that Q3 revenue reached NT$1.494 trillion (about $46.7 billion), a 50% jump from a year earlier that beat analyst forecasts and even topped the upper end of the company’s own guidance. September alone pulled in NT$511.86 billion, up 54.6% year over year, while sales across the first nine months of 2026 hit NT$3.90 trillion, up 41.1%. ...