September sales are in; quarterly earnings come next
September consolidated revenue was NT$511.857 billion. January–September revenue totaled NT$3,898.727 billion, up 41.1% from a year earlier. TSMC released these figures on October 8.
These unaudited monthly sales are denominated in New Taiwan dollars. They do not disclose Q3 profit, margins or earnings per share; the full quarterly report is still pending.
The Q3 call is October 15 at 2 PM Taipei time. Monthly sales and quarterly earnings are separate releases: a monthly sales figure does not provide profit or margins.
TSMC released its Q2 2026 results on July 16 for the three months ended June 30. Revenue was NT$1.27038 trillion, net income was NT$706.56 billion, and diluted earnings per common share were NT$27.25. One ADR unit represented diluted earnings of US$4.31.
TSM / 2026
The reported baseline and official Q3 ranges
Revenue rose across the latest comparable quarters. The margin chart separates Q2 actuals from the ranges management issued for Q3, while the process mix shows where Q2 wafer revenue came from.
Reported quarterly revenue
USD billions · calendar quarters
- Q2 2025
- $30.07B
- Q1 2026
- $35.90B
- Q2 2026
- $40.20B
Q2 2025
Q1 2026
Q2 2026
Q2 actuals versus Q3 company outlook
A solid marker shows the reported Q2 margin; the striped band is TSMC's Q3 guidance range.
- Gross margin
- Q2 67.7%Q3 65%-67%
- Operating margin
- Q2 60.3%Q3 56%-58%
Q2 wafer revenue by process technology
The four advanced-node segments together accounted for 77% of wafer revenue.
- 2 nm
- 3%
- 3 nm
- 30%
- 5 nm
- 33%
- 7 nm
- 11%
- Other nodes
- 23%
2 nm
3%
3 nm
30%
5 nm
33%
7 nm
11%
Other nodes
23%
TSMC defines advanced technologies as 7 nanometers and below. The 23% other-node share is the remainder after the four disclosed advanced-node percentages.
Source: TSMC Q2 2026 earnings release and presentation. Q3 figures are company guidance, not reported results or analyst consensus.
Q2 results and Q3 guidance set the next benchmark
In U.S. dollars, Q2 revenue was $40.20 billion, up 33.7% from a year earlier and 12.0% from Q1. Gross margin was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%. Revenue from 7-nanometer and more advanced processes accounted for 77% of wafer revenue.
For Q3, TSMC guided to $44.6 billion to $45.8 billion in revenue, a 65% to 67% gross margin and a 56% to 58% operating margin, assuming an exchange rate of NT$32 to US$1. July monthly revenue was NT$467.58 billion, but one monthly figure is not the same as a complete quarterly earnings report.
Official TSMC sources
What to compare when Q3 results arrive
01
$44.6-$45.8 billion revenue range
Compare reported Q3 revenue with TSMC's own range and then read any new fourth-quarter outlook separately.
02
Margins and 2 nm ramp
Check gross and operating margins against the official ranges, along with management's comments on utilization, overseas fabs and the 2-nanometer ramp.
03
Monthly sales versus the full quarter
Monthly revenue offers an early data point, but the earnings report adds profitability, process mix, capital spending and forward guidance.
TSMC earnings FAQ
What was TSMC’s September 2026 revenue?
TSMC reported September revenue of NT$511.857 billion, up 54.6% year over year and down 0.6% from August. The Q3 earnings call remains scheduled for October 15 at 2 PM Taipei time (2 AM ET).
When is the confirmed Q3 call?
October 15, 2026 at 2 PM Taipei time, or 2 AM ET.
Has the September sales report been released?
Yes. TSMC released September sales on October 8. The separate Q3 earnings call is scheduled for October 15 at 2 PM Taipei time (2 AM ET).
What did TSMC report for Q2 2026?
TSMC reported $40.20 billion in revenue, NT$706.56 billion in net income, diluted EPS of NT$27.25 per common share and US$4.31 per ADR unit. Gross margin was 67.7%.
What is TSMC's Q3 2026 company outlook?
Management expects revenue of $44.6 billion to $45.8 billion, gross margin of 65% to 67%, and operating margin of 56% to 58%, based on an exchange-rate assumption of NT$32 per U.S. dollar.
Is TSMC monthly revenue the same as an earnings report?
No. Monthly revenue reports sales only. Quarterly results also include profit, margins, earnings per share, process mix, cash flow, capital spending and management guidance.
Which TSMC securities are commonly followed?
TSMC's common shares trade in Taiwan under 2330. Its American depositary shares trade on the NYSE under TSM.