16 October 2026, 08:14 BST

TSMC third-quarter net income jumps 69 per cent to NT$763.1 billion

Diluted earnings per share were NT$29.43 for the quarter as revenue rose 50.9 per cent year on year to NT$1,494.24 billion.

Mac to Reality Newsdesk

Apple M6 chip, made by TSMC, on a dark blue gradient background — Image: Mac to Reality / Apple

Key facts

TSMC reported diluted earnings per share of NT$29.43 for the third quarter on 15 October.
TSMC's net income rose 68.7 per cent year on year to NT$763.06 billion.
Third-quarter revenue reached NT$1,494.24 billion (US$46.72 billion), up 50.9 per cent, and profit beat analyst expectations.

TSMC reported on 15 October that third-quarter diluted earnings per share were NT$29.43 (US$4.60 per ADR unit). Net income rose 68.7 per cent year on year to NT$763.06 billion and consolidated revenue climbed 50.9 per cent to NT$1,494.24 billion, or US$46.72 billion. Bloomberg reported that profit for the quarter beat analyst expectations.

Apple watchers follow these numbers closely because TSMC manufactures the A-series chips inside iPhones and iPads and the M-series processors used in Macs. A quarter that beats forecasts suggests the advanced production lines behind Apple’s silicon are running at healthy utilisation, a positive signal for the supply chain heading into Apple’s next product cycle.

TSMC does not disclose how much of its revenue comes from individual customers, so Apple’s share of the third quarter is not visible in the figures.

Sources

TSMC — TSMC Reports Third Quarter EPS of NT$29.43
Bloomberg — TSMC’s Third-Quarter Profit Beats Expectations

Apple Pulse impact

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Notable impact

TSMC's strong quarterly earnings beat expectations, indicating robust demand for its advanced chips used in Apple products, which is positive for Apple's supply chain.