- TSMC Q3 net income reached NT$763.1 billion, up 68.7% year over year, against an LSEG SmartEstimate of NT$746.34 billion.
- TSMC Q3 revenue of $46.72B (+41.1% Y/Y) beat estimates by $1.02B, per the company press release summary.
- Q3 operating margin reached 58.7%, above the upper end of TSMC's 58% guidance range, reflecting pricing power as AI demand lifts chip volumes.
- 3-nanometer chips made up 33% of Q3 revenue; high-performance computing accounted for 68% of revenue by platform.
- Free cash flow rose to NT$476.56 billion in Q3 from NT$139.38 billion a year earlier.
- The board approved a NT$7.00 cash dividend, and TSMC is evaluating a potential Texas investment beyond its $265 billion Arizona plan.
Quotes
“powered by an unrelenting global appetite for AI chips”