TSMC posts sixth straight record profit but turns cautious on 2027

TSMC reported a record net profit of NT$763.1bn ($23.59bn) for the third quarter, up 69% year on year, with revenue rising 51% to NT$1.49tn. It guided fourth-quarter revenue to $52.3–54.3bn but flagged uncertainty for 2027 amid rising component prices.

• Net profit NT$763.1bn ($23.59bn), up 69% year on year
• Revenue $46.72bn, up 41.2%; operating margin 58.7%
• HPC was 68% of revenue, smartphones 21%, 3nm 33%
• 2026 capex kept at $60–64bn