Taiwan Semiconductor Manufacturing Company Limited reported third-quarter 2026 net revenue of $1,494,243,284 thousand and net income of $763,340,827 thousand.
TSM · Taiwan Semiconductor Manufacturing Co Ltd
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TSMC said some current and former employee data was made available on an external website without authorization. No evidence shows TSMC’s systems were compromised, and the data is unrelated to the company’s operations or customer-related data.
Taiwan Semiconductor Manufacturing Company Limited’s board approved approximately US$40,926.70 million in capital appropriations, a NT$9.0 per share cash dividend for the third quarter of 2026, and investments of up to US$500 million each in Anthropic, PBC and OpenAI Group PBC.
TSMC reported October 2026 revenue of approximately NT$586.89 billion, up 59.7 percent from October 2025 and 14.7 percent from September 2026; January through October revenue totaled NT$4,485.62 billion, up 43.3 percent.
TSMC reported shareholding increases for directors and executive officers as of 9/30/2026, including 204,375 shares for C.C. Wei, and no pledges, asset transactions, capital appropriations, unsecured bonds, or common-share cancellations.
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Equibles Research
our published analysis of this company-
Research ThesisIntel: The $465.7B market cap attached to a $57.0B money-losing business has one quarter to prove the Q2 2026 reset
Intel's 326.7% rally has priced in a turnaround the Q2 2026 print only just began to earn, with $57.0B of TTM revenue against -$77.0M of TTM EBIT. The Q3 2026 guide of $15.8B–$16.8B revenue and $0.31 GAAP EPS is the first datapoint that will decide whether the 41.8% non-GAAP gross margin holds and a dividend reinstatement becomes credible, or whether the -28.9% drawdown from $140.94 deepens.
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Research ThesisAMD at 171.1× earnings is the cycle's most multiple-expanding bet, and Q2 2026 is the bar
Advanced Micro Devices trades at 171.1× on +34.3% revenue growth against Nvidia at 31.7× on +125.9% and Broadcom at 63.6× on +143% AI semiconductor growth, with the $11.2B Q2 2026 guide and initial Helios volume in Q3 now the only thing standing between the multiple holding and a re-rating toward Broadcom's 63.6×.
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Research ThesisMicron's FQ4-26 guide of $50.0B and 86% gross margin: a single quarter larger than every full year through FY2024, with SK hynix's P&T7 build as the contestable mirror
Micron's FQ4-26 guided band exceeds every full fiscal year through FY2024 on a revenue base that has reset free cash flow to $18.3B in Q3 2026 and operating cash flow to $25.39B; the bull case rests on DRAM/NAND pricing, HBM4E absorption, and SCA lock-in holding ahead of SK hynix's Cheongju P&T7 advanced-packaging acceleration funded by a US$26.5B ADR allotment.
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
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Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TSM
this stock
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.07T | +31.2% | — | — | 0.6% |
|
NVDA
Nvidia Corp
|
$3.92T | -12.7% | +65.5% | 20.6 | 1.2% |
|
AVGO
Broadcom Inc.
|
$1.66T | +0.3% | +18.2% | 44.3 | 1.1% |
|
SKHY
SK hynix Inc.
|
$929.35B | — | — | — | 0.5% |
|
MU
Micron Technology Inc
|
$880.60B | +172.7% | +49.5% | 10.5 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 13, 2026
- This year
- 50
Taiwan Semiconductor Manufacturing Company Limited reported third-quarter 2026 net revenue of $1,494,243,284 thousand and net income of $763,340,827 thousand.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TSM | +6.2% | -3.4% | -3.3% | -1.8% | +31.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +3.6% | -2.2% | -3.8% | -1.6% | +20.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.