TSMC's net profit in the third quarter is expected to increase by 65% to 746.3 billion New Taiwan dollars.

智通财经2026/10/14 23:56

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

Analysts predict that, thanks to a significant increase in infrastructure spending within the technology sector, TSMC (TSM.US) is expected to report its sixth consecutive record quarterly profit on Thursday. Forecasts indicate that TSMC's net profit for the third quarter will rise by 65% year-on-year, reaching TWD 746.3 billion (approximately USD 23.4 billion). Analysts point out that market demand for TSMC's AI chip manufacturing capacity and advanced packaging technology, CoWoS, remains strong. If the final net profit surpasses TWD 706.56 billion, it will set a new single-quarter net profit record for the company and mark the eleventh consecutive quarter of profit growth.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

TSMC management has confirmed capital expenditures of $60 to $64 billions for 2026, and has clarified that cumulative spending from 2026 to 2028 will significantly exceed the approximately $101 billions invested over the past three years. JPMorgan believes this provides long-term, cross-fiscal-year order security for upstream semiconductor equipment suppliers. Among them, equipment manufacturers whose business is highly dependent on foundry clients like TSMC will be the direct beneficiaries of this capital expenditure boom.

华尔街见闻•2026/10/16 02:41