- Start
- Oct 15, 202675% CONFIDENCEfrom the source
- End
- Oct 15, 202675% CONFIDENCEfrom the source
TSMC Q3 2026 Earnings Conference
- TSMC's investor-relations page lists the Third Quarter 2026 Earnings Conference Call for Thursday 15 October 2026, 14:00 to 15:30 Taiwan time (02:00 to 03:30 a.m. Eastern), about an hour and a half, with dial-in lines in Mandarin and English[1]
- TSMC guided third-quarter revenue to US$44.6 to 45.8 billion, a 65% to 67% gross margin and a 56% to 58% operating margin at 32 NT dollars to the US dollar, after second-quarter revenue of US$40.20 billion at a 67.7% gross margin[5]
- The guided gross margin is 1.7 points lower at the midpoint because the steep ramp-up of 2-nanometer is expected to dilute margins by about 3 to 4 points in the second half, while TSMC expects its overseas fabs to cost 2 to 3 points in their early stages[2][6]
- The revenue guide was above the US$43.11 billion analysts expected, and on the second-quarter call TSMC raised its 2026 capital budget to US$60 to 64 billion and full-year growth to slightly above 40% in US dollars[2][6]
- Monthly sales so far this quarter: NT$467.58 billion in July and a record NT$514.81 billion in August, up 53.3% from a year earlier; January to August revenue totalled NT$3,386.87 billion, up 39.3%[4]
- TSMC's financial calendar puts September sales on 8 October, a week before the call; this year's earlier results conferences came on Thursdays 15 January, 16 April and 16 July[3]
References 680% CONFIDENCE
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- [1]75%investor.tsmc.com/english/quarterly-results/teleconferenceinvestor.tsmc.com· Posted Sep 23, 2026· Starts Oct 15, 2026 ✓· Ends Oct 15, 2026 ✓· 18% of score
TSMC's[2][3] own teleconference notice reads "TSMC Third Quarter 2026 Earnings Conference Call ... Thursday, October 15, 2026, 02:00 - 03:30 a.m. Eastern Time / 14:00 - 15:30 p.m. Taiwan Time", so 06:00-07:30 UTC; the notice names no venue yet, so the pin sits at TSMC's headquarters.
- [2]85%TSMC Q2 2026 Earnings Conference transcript (LSEG StreetEvents, posted by TSMC)investor.tsmc.com· Added Sep 23, 2026· 18% of score
The CFO says the third-quarter gross margin guide falls 1.7 points to 66% at the midpoint as the 2nm ramp dilutes it by about 3 to 4 points, and raises the 2026 capital budget to US$60-64 billion.[1]
- [3]72%TSMC Financial Calendarinvestor.tsmc.com· Added Sep 23, 2026· 18% of score
TSMC's[1][2] calendar lists September 2026 monthly sales for 8 October and past results conferences on 15 January, 16 April and 16 July 2026; it does not yet list the 15 October call.
- [4]85%TSMC Form 6-K: TSMC August 2026 Revenue Reportsec.gov· Published Sep 10, 2026· 17% of score
TSMC's[1][2][3] filing: August revenue of NT$514.81 billion (up 10.1% on July's NT$467.58 billion and 53.3% on a year earlier), NT$3,386.87 billion for January to August.
- [5]88%TSMC Form 6-K, Exhibit 99.1: TSMC Reports Second Quarter EPS of NT$27.25 (with third-quarter guidance)sec.gov· Published Jul 16, 2026· 14% of score
TSMC's[1][2][3] filed release gives the third-quarter 2026 guidance: revenue US$44.6-45.8 billion, gross margin 65-67% and operating margin 56-58% at 32 NT dollars to the US dollar.
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