TSMC forecasts Q4 revenue of $52.3B-$54.3B after sixth straight quarter of record profit

TSMC forecasts Q4 revenue of $52.3B-$54.3B (vs $49.07B estimate) with gross margin of 65%-67% and operating margin of 56.5%-58.5%, after posting a sixth straight quarter of record profit driven by strong AI chip demand. It affirmed FY26 capex of $60-64B and raised FY26 revenue guidance to +44% in US dollar terms.

Detected & updated continuously · Source: Nebula