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TSMC Approves $14.98 Billion 2026 Budget as October Sales Climb and Q4 Nears

Analysts see Q4 EPS of $2.73 on revenue of about $32.6 billion.

Overview

  • TSMC’s board on Nov. 11 approved roughly $14.98 billion for 2026 to fund fab construction, advanced technology and packaging capacity, facility systems, and R&D.
  • October 2025 revenue reached TWD 367.47 billion, up 11% from September and 16.9% year over year, with January–October sales up 33.8% to TWD 3,130.44 billion.
  • The company posted a Q3 2025 beat with EPS of $2.92 and revenue of $33.09 billion, citing strong demand for leading‑edge process technologies.
  • Q4 2025 results are slated for Jan. 15, 2026, and the company guided revenue to $32.2 billion–$33.4 billion.
  • A $10,000 investment a decade ago would be worth about $135,119 including dividends, and the stock’s current dividend yield is reported at 1.18%.