TSMC stock
On October 12, 2026, consensus estimates compiled by LSEG projected TSMC's third--quarter net profit to surge approximately 65% year--over--year to NT$746.3 billion (US$23.4 billion), positioning the company for its sixth consecutive quarter of record earnings on persistent artificial intelligence chip demand. While revenue for the quarter already exceeded the upper bound of guidance at NT$1.49 trillion, analysts highlighted potential margin moderation toward 50%, attributed to the capital--intensive ramp and early depreciation costs of the 2nm process node. Market focus centers on whether management will raise full--year revenue growth guidance into the mid--40% range during its scheduled third--quarter earnings call on October 15, 2026.