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TSMC Tops Its Own Forecast as AI Demand Holds Up, but 2nm Ramp Trims Margins

TSMC's Q3 revenue topped its own guidance on strong AI demand, while the 2nm ramp and overseas fabs weigh on gross margin.
Eli Yang 18 Oct 2026

News

TSMC Tops Its Own Forecast as AI Demand Holds Up, but 2nm Ramp Trims Margins

TSMC's Q3 revenue topped its own guidance on strong AI demand, while the 2nm ramp and overseas fabs weigh on gross margin.
Eli Yang 18 Oct 2026
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TSMC Tops Its Own Forecast as AI Demand Holds Up, but 2nm Ramp Trims Margins

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