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Digitimes October 15, 2026 By DIGITIMES neutral

TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins

TSMCAI / LLMSemiconductorsManufacturingSupply Chain
<p class="P1" data-pm-slice="1 1 []">TSMC expects fourth-quarter 2026 revenue to reach US$52.3 billion to US$54.3 billion, potentially rising as much as 61% year-over-year, with sustained demand for advanced semiconductor manufacturing and accelerating 2nm production supporting its year-end outlook.
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