TSMC eyes US$54.3bn in 4Q26 revenue as 2nm ramp pressures margins

TSMC expects fourth-quarter 2026 revenue of US$52.3–54.3 billion, potentially up as much as 61% year-over-year, on sustained demand for advanced manufacturing and an accelerating 2nm ramp. Overseas fabs continue to pressure margins.

• TSMC 4Q26 revenue guidance: US$52.3–54.3 billion
• Growth could reach 61% year-over-year
• 2nm production ramp is accelerating
• Overseas fabs weigh on margins