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Taiwan Semiconductor now expects 2026 revenue to grow about 44% in U.S. dollar terms, and forecast fourth-quarter revenue of $52.3 billion to $54.3 billion. Third-quarter revenue was $46.7 billion, above the high end of guidance.
TSMC reported Q3 2026 revenue of $46.7 billion, up 16.2% sequentially and above the high end of its guidance. It forecast Q4 revenue of $52.3 billion to $54.3 billion.
Demand Getting Higher And Higher - Putting All Strength Into Increasing Capacity - US Government Very Helpful - Texas Being Assessed - Any Fab Collaboration Would Have To Be Run By TSMC - Does Not Allow Customers To Sublet Capacity
ASML reported record third-quarter 2026 net sales and a 57.5% gross margin. It expects fourth-quarter sales to rise and forecasts full-year 2026 sales growth of 36%.