TSMC posts record quarterly profit and forecasts further chip-demand growth
The chipmaker earned NT$763.06 billion in the third quarter, up 68.7% from a year earlier, on revenue of NT$1.494 trillion. It forecast $52.3 billion to $54.3 billion in fourth-quarter revenue, citing continued demand for advanced processes. CNBC reported that TSMC expects capital spending in 2026–28 to exceed the prior three years' level.
ThereforeChip buyers still face a supply gap as TSMC expands its manufacturing capacity.