Overview
- TSMC reported roughly $16.0 billion in September revenue, a 54–55% year‑over‑year jump that helped lift third‑quarter sales to about NT$1.49 trillion and beat analyst estimates.
- High‑performance computing now accounts for about 66% of sales while advanced nodes (7nm and smaller) make up 77% of wafer revenue, and the company says 5/4nm and 3nm capacity are fully booked with 2nm in commercial ramp.
- Management raised full‑year revenue guidance to just above 40% growth and boosted 2026 capital expenditure to $60–$64 billion to add production and accelerate node ramps.
- TSMC has agreed to deploy ASML’s High NA lithography tools and is weighing more U.S. fabs beyond its large Arizona project, moves that create multi‑year tooling and construction commitments.
- Investors pared the U.S. listing by about 2% on the report as the market focuses on near‑term margin pressure, heavy customer concentration around Nvidia and Apple, and execution risk if new capacity comes online slower than demand.