Taiwan Semiconductor Manufacturing (TSM) Posts Record Q3 Revenue And Unveils $2 Billion Supply Deal

Simply Wall St.10-10 01:19

Taiwan Semiconductor Manufacturing (NYSE:TSM) reported record Q3 revenue, driven by strong demand for AI chips. The business unveiled a multi-year US$2b supply and production expansion agreement with ...

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The business unveiled a multi-year US$2b supply and production expansion agreement with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/taiwan-semiconductor-manufacturing-tsm-posts-record-q3-reven\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Manufacturing (TSM) Posts Record Q3 Revenue And Unveils $2 Billion Supply Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Manufacturing (TSM) Posts Record Q3 Revenue And Unveils $2 Billion Supply Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-10 01:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/taiwan-semiconductor-manufacturing-tsm-posts-record-q3-reven><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing (NYSE:TSM) reported record Q3 revenue, driven by strong demand for AI chips. The business unveiled a multi-year US$2b supply and production expansion agreement with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/taiwan-semiconductor-manufacturing-tsm-posts-record-q3-reven\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/taiwan-semiconductor-manufacturing-tsm-posts-record-q3-reven","article_id":"2674869784","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8212000-choice1-card/1788934492753"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/taiwan-semiconductor-manufacturing-tsm-posts-record-q3-reven","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2674869784","pubTimestamp":1791566366,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Taiwan Semiconductor Manufacturing (NYSE:TSM) reported record Q3 revenue, driven by strong demand for AI chips.\nThe business unveiled a multi-year US$2b supply and production expansion agreement with GlobalFoundries focused on silicon interposers.\nThe partnership includes new U.S. domestic output that is intended to support TSMC's advanced packaging capacity for AI-focused clients.\nThis record Q3 performance and US$2b GlobalFoundries deal deserve to be weighed against the rest of our TSMC...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"台积电 (TSM) 公布创纪录的第三季度收入并公布 20 亿美元的供应协议","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f4902a77164cb78327a1765fe6241f36","symbols_score_info":{"TINS":0.6,"CGIC":0.6,"ASIA":0.6,"BAI":0.6,"TSMG":0.6,"CGDG":0.6,"AVSE":0.6,"TSMY":0.6,"CNEQ":0.6,"UMMA":0.6,"CGGO":0.6,"FDTX":0.6,"KNOW":0.6,"TWSC":0.6,"CGNG":0.6,"SPWO":0.6,"TSMX":0.6,"03145":0.6,"BLOX":0.6,"ADVE":0.6,"CORO":0.6,"AIQ":0.6,"AVEM":0.6,"MEMX":0.6,"TEK":0.6,"AVXC":0.6,"ESIM":0.6,"TSM":1.98,"STSM":0.6,"CHPX":0.6,"TSMZ":0.6,"CWI":0.6,"EMM":0.6,"TSMU":0.6,"SPTE":0.6,"TTEQ":0.6,"EMC":0.6,"WUGI":0.6},"content_text":"Taiwan Semiconductor Manufacturing (NYSE:TSM) reported record Q3 revenue, driven by strong demand for AI chips. The business unveiled a multi-year US$2b supply and production expansion agreement with GlobalFoundries focused on silicon interposers. The partnership includes new U.S. domestic output that is intended to support TSMC's advanced packaging capacity for AI-focused clients. This record Q3 performance and US$2b GlobalFoundries deal deserve to be weighed against the rest of our TSMC analysis. We have also spotted 1 major warning sign worth knowing about at Taiwan Semiconductor Manufacturing.  Rising spending on AI infrastructure is pulling in large chip suppliers, so it can be worth scanning the wider group through 92 AI infrastructure stocks. NYSE:TSM Earnings & Revenue Growth as at Oct 2026 Taiwan Semiconductor Manufacturing runs a global contract foundry business that fabricates, packages, and tests chips for a wide range of customers, so its role in AI hardware is tied directly to how much computing power large clients want to deploy. The new arrangement with GlobalFoundries fits into this strategy by targeting silicon interposers that sit at the center of advanced packaging for high-performance processors. 4 things going right for Taiwan Semiconductor Manufacturing that this headline doesn't cover. AdvertisementHow does this record Q3 fit into the Taiwan Semiconductor Manufacturing story? TSMC just posted about NT$1.49t in Q3 2026 revenue, with September at roughly NT$511.86b, and year on year growth of 50%. That sits alongside a 53.4% earnings increase over the past year and a P/E of 29.8x that is below the wider semiconductor industry average of 50.3x. For readers, this update reinforces the view of TSMC as a major AI chip production partner to designers like Nvidia and Apple. What does the US$2b GlobalFoundries deal change for TSMC’s AI packaging push? The five year GlobalFoundries agreement expands silicon interposer supply that feeds directly into TSMC’s CoWoS advanced packaging for high performance computing and AI workloads. New Malta, New York output from 2028 is intended to ease some of the pressure where industry commentary highlights capacity constraints, especially in packaging. That helps support the case for TSMC’s heavy US$64b capex program and planned US projects, even as it concentrates spending risk. What should investors watch next to judge whether this AI driven momentum really sticks? The key checkpoints are how fully TSMC can keep leading edge wafer and CoWoS capacity reserved through 2026 and into 2027, and whether the GlobalFoundries ramp into 2028 hits its planned volume. It also matters how much of earnings quality is tied to non cash items, given the flagged risk around a high level of non cash earnings. Together, those markers will show whether current growth and capital commitments translate into durable cash generation rather than just headline revenue records. One more thing about Taiwan Semiconductor Manufacturing that investors should not overlook All of this still leaves one big unresolved question for Taiwan Semiconductor Manufacturing, which is what its current and future cash flows suggest the entire business might reasonably be worth compared with today’s share price. Find out exactly what Taiwan Semiconductor Manufacturing is worth today based on its cash flows.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Taiwan Semiconductor Manufacturing might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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