TSMC

TSMC Q3 2026 Earnings Preview: Revenue Growth vs. Gross Margin

by
TSMC Q3 2026 earnings preview showing quarterly revenue growth and gross margin expectations for semiconductor investors

TSMC Q3 2026 earnings are scheduled for October 15, but investors already have an important piece of the quarterly picture: revenue. Taiwan Semiconductor Manufacturing Company (NYSE: TSM) disclosed monthly revenue figures that sum to NT$1,494.243 billion for July–September, approximately 17.6% above second-quarter revenue. The monthly figures are unaudited and should not be confused with the … Read more

Semiconductor Gross Margin: What TSMC Reveals About Fab Economics

by
Semiconductor gross margin analysis showing a silicon wafer fab, production economics, and TSMC profitability drivers

A chipmaker can report faster revenue growth, higher gross profit, and a stronger gross margin while generating less free cash flow. Taiwan Semiconductor Manufacturing Company (NYSE: TSM) provided a useful example in the second quarter of 2026. TSMC’s revenue increased 12.0% sequentially, and its gross margin rose from 66.2% to 67.7%. Yet its quarterly free … Read more