---
title: "TSMC Sales Soar 50%. The Stock Is Falling Anyway"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301284231.md"
description: "TSMC reported a 50% year-over-year revenue surge to NT$1.49 trillion for the September quarter, driven by AI infrastructure demand and exceeding analyst estimates. Despite this strong financial performance, TSMC shares dipped 1.5%. The company is scheduled to release full Q3 results on Oct. 15, with net income expected to rise 64%."
datetime: "2026-10-08T13:16:48.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301284231.md)
  - [en](https://longbridge.com/en/news/301284231.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301284231.md)
generator: "portal-rs"
---

# TSMC Sales Soar 50%. The Stock Is Falling Anyway

Taiwan Semiconductor Manufacturing Company delivered another quarterly sales record, with revenue growth accelerating as chip orders tied to artificial intelligence infrastructure continued to underpin demand.

Shares of TSMC Dipped 1.5% early Thursday following the news.

Revenue for the September quarter rose to NT$1.49 trillion, an increase of 50% from the same period a year earlier. The figure also came in above the NT$1.46 trillion LSEG SmartEstimate and exceeded the top end of TSMC's previous revenue target.

September contributed NT$511.86 billion, up 54.6% year over year. Sales for the first nine months reached NT$3.90 trillion, representing growth of 41.1% from the comparable period.

TSMC is due to release its complete third-quarter financial results on Oct. 15, when investors will get updated margin and earnings guidance. LSEG estimates currently call for net income of NT$740.8 billion, which would represent a 64% increase from a year earlier.

The chip foundry supplies Nvidia (NVDA), Advanced Micro Devices (AMD) and Apple , while demand for leading-edge manufacturing, including its two-nanometer process, remains an important growth driver.

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## Related News & Research

- [Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Quintet Private Bank Europe S.A.](https://longbridge.com/en/news/301306179.md)
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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**