Taiwan Semiconductor Manufacturing Company Limited reported third-quarter 2026 revenue of NT$1,494.24 billion and net income of NT$763.06 billion, up 50.9% and 68.7% year over year, respectively. Diluted EPS was NT$29.43 (US$4.60 per ADR unit), up 68.7%. Revenue and net income also rose 17.6% and 8.0% from the second quarter. Gross margin was 66.4%, operating margin 58.7%, and net profit margin 51.1%.
Advanced technologies, defined as 7-nanometer and more advanced, accounted for 79% of total wafer revenue. Management expects continued demand for leading-edge process technologies, including a steep ramp-up of 2-nanometer technology.
For fourth-quarter 2026, management expects revenue of US$52.3 billion to US$54.3 billion. Based on an exchange-rate assumption of US$1 to NT$31.8, it expects gross profit margin of 65% to 67% and operating profit margin of 56.5% to 58.5%. Management expects 2026 revenue to increase around 44% in U.S. dollar terms.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) reported that the administrator of its Employee Stock Purchase Plan purchased 40 common shares on behalf of VP Lipen Yuan on October 7, 2026, at $79.3900 per share. The purchase followed terms predetermined by the issuer, and the shares are held by the ESPP Trust; the reported post-transaction trust holding was 1,341 shares. Yuan also reported 7,000 shares held directly and 2,000 shares held by his spouse. No Rule 10b5-1 plan is reported for the purchase.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) reported that its SVP, Choh Fei Yeap, had 52 Common Shares purchased on October 7, 2026, by the issuer’s Employee Stock Purchase Plan administrator on his behalf. The shares were held under the ESPP Trust at a reported price of $79.39 per share, translated from an average purchase price of NT$2,524.2277 at NT$31.795 to US$1. No Rule 10b5-1 plan is reported. Following the purchase, 53 shares were listed indirectly through the trust; a separate holding entry lists 243,383 shares held directly as of October 7, 2026.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) reported that its SVP and Deputy Co-COO, Kevin Xiaoqiang Zhang, had 59 Common Shares purchased on his behalf by the plan administrator under the issuer’s Employee Stock Purchase Plan on October 7, 2026, at a translated price of $79.39 per share. Afterward, the ESPP Trust held 7,406 Common Shares. As of October 7, 2026, reported holdings also included 349,976 Common Shares and 2,500 American Depositary Shares held directly, and 20,190 Common Shares held through the LTI Trust.
Taiwan Semiconductor Manufacturing Co. Ltd. VP Chue-San Yoo reported that the issuer’s Employee Stock Purchase Plan administrator purchased 50 common shares on Yoo’s behalf on October 7, 2026, at US$79.3900 per share. The shares are held under the ESPP, with 6,744 shares reported in the ESPP Trust after the purchase. No Rule 10b5-1 plan is reported. Other reported positions on October 7, 2026, were 1,805,789 shares directly, 7,036 through the LTI Trust, 219,924 through a spouse, and 851,908 through Yuding Investment Co., Ltd.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) SVP Shien-Yang Wu reported 53 common shares purchased by the issuer’s ESPP administrator on his behalf on October 7, 2026, at $79.39 per share. The purchase was made under terms predetermined by the issuer; 6,915 common shares were reported held through the ESPP Trust. Other reported holdings included 643,109 common shares directly, 10,581 common shares through the LTI Trust under Wu’s investment control, 198,943 common shares held by his spouse, and 90 American Depositary Shares held by his spouse.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) Chairman and CEO Che-Chia Wei reported the purchase of 144 common shares on October 7, 2026. The issuer's Employee Stock Purchase Plan administrator bought them on his behalf under terms predetermined by the issuer, at a reported $79.39 per share, translated from NT$2,524.2277 at NT$31.795 per US$1; no Rule 10b5-1 plan is reported. The post-purchase ESPP Trust position was 18,280 shares. Other reported positions were 7,656,724 shares directly, 285,245 through the LTI Trust, and 700,261 held by his spouse.
Yi-Huang Wu, a VP of Taiwan Semiconductor Manufacturing Co Ltd (TSM), reported an indirect purchase of 39 common shares on October 7, 2026, through the issuer's Employee Stock Purchase Plan. The plan administrator purchased the shares on Wu's behalf, and they were held by the ESPP Trust. The reported price was $79.39 per share, translated from NT$2,524.2277 at NT$31.795 per US$1. No Rule 10b5-1 plan is reported. After the purchase, the ESPP Trust held 199 shares; separate reported positions were 44,359 shares held directly and 63,000 shares held by Wu's spouse.
Taiwan Semiconductor Manufacturing Co Ltd SVP Ying-Lang Wang reported that the ESPP administrator purchased 52 common shares on his behalf on October 7, 2026, at a translated average price of $79.39 per share. The shares were held through the ESPP Trust, which held 6,551 shares following the purchase. The purchase followed terms predetermined by the issuer; no Rule 10b5-1 plan is reported.
Taiwan Semiconductor Manufacturing Co Ltd EVP and Co-COO Yuh-Jier Mii reported buying 68 Common Shares on October 7, 2026, at a translated price of $79.3900 per share. The ESPP administrator purchased them on Mii’s behalf under issuer-predetermined terms; 8,238 Common Shares were held through the ESPP Trust after the purchase. Mii also directly held UBS AG Equity Linked Notes with US$150,000 principal; if not redeemed early and TSM ADSs were the worst-performing basket component with a closing price below the 213.2515-per-ADS strike on March 4, 2027, settlement may include up to 703 ADSs.