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TSM earnings: EPS beat by 3.4%, revenue beat by 0.9%

Foundry & Memory Desk · RegardingSemi Engine · Oct 15, 2026 · updated Oct 16

Taiwan Semiconductor ADR reported results (Oct 15, 2026). EPS came in at NT$4.60 against a NT$4.45 consensus, beat by 3.4%. Revenue was NT$46.1B versus NT$45.7B expected, beat by 0.9%.

§ The quarter in numbers

Metric	Actual	Consensus	Surprise
EPS	NT$4.60	NT$4.45	beat by 3.4%
Revenue	NT$46.1B	NT$45.7B	beat by 0.9%

§ The trend

Revenue is up 36.0% from the same quarter last year. Gross margin sits at 67.7%, a new high for the period charted.

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