TSMC forecast to post a sixth straight record quarterly profit

Analysts expect TSMC to report another record quarterly profit as demand for advanced AI processors and chip-packaging capacity remains strong.

By TomorrowNews · AI-assisted briefing
Source published 12 Oct 2026 · Briefing published 12 October 2026

Conceptual illustration of silicon wafers, advanced chip packaging and rising data columns — AI-generated illustration — not a photograph of the event. The wafers, chips and financial graphics are conceptual and do not depict a TSMC product line or factory. · TomorrowNews / AI-generated illustration

A Reuters poll put expected third-quarter net profit at T$746.3 billion, about $23.4 billion, which would be roughly 65% higher than a year earlier. The company had already reported a 50% rise in quarterly revenue, ahead of market expectations.

The forecast is tied to demand for leading-edge manufacturing and advanced packaging from customers including Nvidia and Apple. The profit figure is an analyst estimate ahead of TSMC’s results, not a reported company result.

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