TSMC's sales climb 50.9% in a record quarter
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What the chart shows
Nvidia and Apple both rely on TSMC to make their chips, and the September quarter was the biggest in the company's history. Revenue was 50.9% above the same three months a year earlier, and ahead of the forecast TSMC had given investors.
Growth had slowed to 20.45% in the December quarter and climbed back to 36.05% by June, so the latest quarter is a sharp step up from both.
None of that helped the shares in New York, which slid 6.7% between Monday and Friday as doubts about how long AI spending lasts spread through the chip makers. Thursday's results call is where TSMC will talk about margins and what its customers plan to spend next year.
The story behind it
TSMC just had a record quarter, and its American shares fell four days running Read the edition →On the calendar
The US releases that move markets, in New Zealand and Australian time. Economic calendar →The numbers
TSMC's revenue growth on a year earlier, in percent, for each quarter from March 2024 to September 2026. Its US-listed shares fell 6.7% last week.
| Value | |
|---|---|
| Q1 2024 | 16.52% |
| Q2 2024 | 40.07% |
| Q3 2024 | 38.95% |
| Q4 2024 | 38.84% |
| Q1 2025 | 41.61% |
| Q2 2025 | 38.65% |
| Q3 2025 | 30.30% |
| Q4 2025 | 20.45% |
| Q1 2026 | 35.13% |
| Q2 2026 | 36.05% |
| Q3 2026 | 50.9% |
How we make these charts: one chart a day from a story in the edition, drawn from the figures the story names and checked against the sources named on the chart before it is published. General information only, not financial advice.
