Reuters · October 14, 2026

LSEG SmartEstimate Puts TSMC Third-Quarter Net Profit at T$746.3 Billion Ahead of Thursday Earnings Call

• TSMC is scheduled to report earnings on Thursday; an LSEG SmartEstimate compiled from 16 analysts expects a 65% increase in third-quarter net profit to T$746.3 billion ($23.4 billion), according to the report.
• Any result above T$706.56 billion would be the company's highest quarterly net income and its 11th consecutive quarter of profit growth, according to the report.
• TSMC last week reported a 50% year-on-year rise in third-quarter revenue, according to the report.
• TSMC is investing $265 billion to build chip factories in Arizona, including an additional $100 billion unveiled in July, according to the report; in July it raised its capital expenditure forecast for this year to $60 billion to $64 billion, according to the report.

Profit estimate via an LSEG SmartEstimate compiled from 16 analysts, cited in the original report. Original headline: "TSMC expected to report sixth straight quarter of record profit thanks to AI boom".