TSMC reports record profit. Taiwan Semiconductor Manufacturing stock is valued at USD 2.2 trillion

Published on 10/16/2026 at 10:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Net income rose 68.70 percent to TWD 763.06 billion on October 15, 2026. Taiwan Semiconductor Manufacturing stock costs EUR 374.75 at a USD 2.2 trillion market value.

Results and forward spending

Third-quarter net income climbed 68.70 percent to TWD 763.06 billion on October 15, 2026.
Fourth-quarter revenue guidance spans USD 52.30 billion to USD 54.30 billion.
Taiwan Semiconductor Manufacturing stock trades at EUR 374.75 at 10:06 a.m. CEST at Lang & Schwarz on October 16, 2026.

TSM, US8740391003, Illustration mit AI erstellt.

Taiwan Semiconductor Manufacturing (ISIN US8740391003) reported third-quarter 2026 net income of TWD 763.06 billion, up 68.70 percent year over year, according to StockTitan on October 15, 2026. The company had a USD 2.2 trillion market value as of October 15, 2026, while the latest quarter also produced USD 46.72 billion in revenue.

Revenue growth sets a high bar

The result extended TSMC's run of strong quarterly growth. Third-quarter revenue increased 50.90 percent year over year to TWD 1,494.24 billion, while diluted earnings per share rose 68.70 percent to TWD 29.43, according to StockTitan.

Three dated profit signals

On October 8, 2026, September revenue reached TWD 511.86 billion, up 54.60 percent year over year. On October 12, 2026, Bank of America raised its target for TSMC from USD 590.00 to USD 620.00, as Business Insider reported. On October 15, 2026, TSMC reported the TWD 763.06 billion third-quarter profit and issued its fourth-quarter outlook.

Does growth protect margins?

The answer is mixed. Third-quarter gross margin was 66.40 percent, down from 67.70 percent in the second quarter, as the 2-nanometer ramp diluted profitability. Management expects fourth-quarter revenue of USD 52.30 billion to USD 54.30 billion and a gross margin of 65.00 percent to 67.00 percent, according to Motley Fool on October 15, 2026. Management also reiterated a 2026 capital budget of USD 60.00 billion to USD 64.00 billion.

Morning trading in Germany

Taiwan Semiconductor Manufacturing was trading at EUR 374.75 at Lang & Schwarz on October 16, 2026, at 10:06 a.m. CEST. A separate primary-market quote showed USD 422.25 at the NYSE at 4:00 p.m. ET on October 15, 2026, 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 Taiwan Semiconductor Manufacturing stock.