Recent Updates — TSM
Taiwan Semiconductor Manufacturing Company reported third-quarter consolidated revenue of NT$1,494.24 billion ($46.72 billion), a 50.9% increase year-over-year and a 17.6% rise from the second quarter. Net income reached NT$763.06 billion, with diluted earnings per share rising 68.7% to NT$29.43 ($4.60). Gross margin stood at 66.4%, while advanced technologies accounted for 79% of total wafer revenue. Management expects fourth-quarter revenue between US$52.3 billion and US$54.3 billion, supported by strong demand for leading-edge process technologies including the ramp-up of 2-nanometer production. TSMC is a global leader in semiconductor foundry services.
Taiwan Semiconductor Manufacturing Company announced net revenue of approximately NT$511.86 billion for September 2026, representing a 0.6 percent decrease from August but a significant 54.6 percent increase compared to the same period in 2025. Year-to-date revenue through September totaled T$3,898.73 billion, reflecting a 41.1 percent growth over the prior year's cumulative total. The filing also details outstanding financial derivative transactions and guarantees provided to wholly-owned subsidiaries for operational support. Taiwan Semiconductor Manufacturing Company Limited is the world's largest dedicated independent semiconductor foundry.
TSMC announced an adjustment to its Q1 2026 cash dividend, increasing it from NT$7.00 to NT$7.00000137 per common share due to a slight reduction in outstanding shares caused by the reclamation of restricted stock awards. The adjusted dividend is payable on October 8, 2026. TSMC operates in the semiconductor industry and manufactures integrated circuits.
TSMC's Board approved Q2 2026 financials reporting NT$1,270.38 billion in revenue and NT$706.56 billion in net income, yielding diluted EPS of NT$27.25. The company declared a quarterly cash dividend of NT$7.0 per share, with an ex-dividend date of December 10, 2026, record date of December 16, 2026, and payment on January 7, 2027. Foreign shareholders may now elect to receive dividends in U.S. dollars. The Board authorized approximately US$29.44 billion in capital expenditures for advanced technology capacity, packaging, and fab construction. Additionally, TSMC approved a joint venture with Sony Semiconductor Solutions Corporation for next-generation image sensors, committing up to 282 billion Japanese yen. TSMC is the world's leading dedicated semiconductor foundry.