TSMC 3Q26: Revenue and OPM above high-end guidance while GM above mid-point.
3Q26 vs 3Q25: Revenue: $46.7B (+16% q/q & +41% y/y) Gross Margin: 66.4% (59.5%) Operating Margin: 58.7% (50.6%) 9M26 Capex: $40.6 (+38% y/y); massive 4Q loadingWafer Shipments: 4.476M (+10%) Wafer ASP: $8731 (+25%)Source: Sravan Kundojjala
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