TSMC beats September estimates and TSMC stock gains 1.41 percent

Published on 10/09/2026 at 12:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September revenue rose 54.60 percent year over year to TWD 511.86 billion. TSMC stock costs EUR 414.00 on October 9, 2026 versus EUR 408.25.

Key points in brief

TSMC reported TWD 511.86 billion in September revenue, up 54.60 percent year over year.
Third-quarter revenue reached TWD 1.49 trillion, up 17.62 percent from the prior quarter.
TSMC stock was at EUR 414.00 at Lang & Schwarz on October 9, 2026, plus 1.41 percent versus the prior close.

TSM, US8740391003, Illustration mit AI erstellt.

TSMC (ISIN US8740391003) was trading at EUR 414.00 at Lang & Schwarz on October 9, 2026 at 12:31 p.m. CEST, plus 1.41 percent versus the prior close of EUR 408.25. Focus Taiwan reported on October 8 that TSMC had posted record third-quarter revenue of TWD 1.49 trillion and September revenue of TWD 511.86 billion.

Three revenue milestones in 2026

On July 16, TSMC reported second-quarter revenue of USD 40.20 billion and net income of TWD 706.56 billion, while raising its 2026 capital budget to USD 60 billion-64 billion, according to Chronopin.

On September 10, TSMC reported August revenue of TWD 514.81 billion, up 53.30 percent year over year and 10.10 percent from July, as FinanceFeeds documented. On October 8, September revenue reached TWD 511.86 billion, up 54.60 percent year over year but down 0.60 percent from August, according to Focus Taiwan.

What does the revenue beat mean for margins?

Third-quarter revenue increased 17.62 percent from the prior quarter and exceeded TSMC's guidance of USD 44.60 billion-45.80 billion, giving the October results call a clear benchmark. The company guided for a third-quarter gross margin of 65.00 percent-67.00 percent, compared with a second-quarter gross margin of 67.70 percent.

The tension is operational rather than demand-driven: the second-quarter operating margin was 60.00 percent, while the company expected the ramp-up of its 2-nanometer process and overseas fabs to weigh on margins. For investors, the key comparison is therefore revenue growth against the cost of expanding advanced-node capacity.

Analyst target and next reporting date

Investing.com reported on October 8 that Bernstein SocGen Group reiterated an Outperform rating and a USD 554.00 price target for TSMC. The same report said third-quarter revenue was 51.00 percent higher year over year and 3.00 percent above market consensus.

The next dated event is TSMC's third-quarter results conference on October 15, when management is expected to discuss gross-margin guidance, capital spending and advanced-node capacity. Investor's Business Daily reported that analysts had expected USD 45.44 billion in third-quarter sales before the full report.

TSMC stock trades higher in euros

At Lang & Schwarz, TSMC stock was trading at EUR 414.00 on October 9, 2026 at 12:31 p.m. CEST, plus 1.41 percent versus the EUR 408.25 prior close of October 8. On Nasdaq, the stock was last at USD 457.99 on October 8, 2026 at 4:00 p.m. ET, with a 52-week range of USD 266.82 to USD 487.47.

The further course of trading is shown by the continuously updated real-time quote of TSMC stock.