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TSMC (TSM) graphic accompanying a report on its September 2026 sales
Photo: FinanceFeeds

TSMC Stock Slips 1.4% Despite Record Q3 Revenue

U.S. SEC (TSMC filing)1 min read6 sources

Why did TSMC stock fall 1.4%?

TSMC (2330.TW) stock fell 1.4% to NT$2,550 in Taipei on Thursday, below its NT$2,585 record, even after September sales rose 54.6% and made the third quarter a record.

Key numbers

September revenueNT$511.86B+54.6% YoY
Q3 revenueNT$1.49T (~$46.7B)+51% YoY
September vs AugustNT$511.86B vs NT$514.81B-0.6% MoM
Q3 vs company forecast$46.7B vs $44.6–45.8Babove top end
Taiwan sharesNT$2,550-1.35% (record close NT$2,585)
Jan–Sep revenueNT$3,898.73B+41.1% YoY

What happened

TSMC (2330.TW) stock fell 1.4% to NT$2,550 in Taipei on Thursday, below its NT$2,585 record, even after September sales rose 54.6% and made the third quarter a record. Third-quarter sales reached NT$1.49 trillion (about US$46.7 billion), beating the company's own forecast (guidance) of US$44.6–45.8 billion, as demand for AI chips stayed strong. September was 0.6% below August's monthly record. TSMC's US-listed shares were also lower Thursday morning, near $467 versus $472.20 a day earlier.

Why it matters

TSMC (2330.TW) makes chips for AI leaders such as Nvidia, so its monthly sales are a quick check on whether the AI boom is still growing. Sales are up 54.6% from a year ago, yet the shares dipped, which suggests investors already expected strong numbers. Full results, including profit, are due on October 15.

Who this affects

Marketmixed
Medium impact
Chip investors: strong sales met a cautious share reaction.
Companybullish
Medium impact
TSMC shareholders: record sales are good; shares sit just below record.
Competitorsbullish
Medium impact
Samsung also posted record profit, showing a wide AI chip boom.
Industrybullish
High impact
AI chip makers: demand is still beating forecasts, a positive sign.

TSMC vs Nvidia, Samsung Electronics

TSMCTSM~$2.4T+51%+55%
NvidiaNVDA~$5.7T——
Samsung Electronics005930.KS~$1.3T+127% (Q3 estimate)—

As of 2026-10-08

How we got here

  1. TSMC reports September revenue of NT$511.86B, up 54.6% from a year earlier.

  2. TSMC Taiwan shares close down 1.35% at NT$2,550, below the NT$2,585 record.

  3. Samsung guides record third-quarter operating profit of 107.4 trillion won.

What to watch

  • TSMC reports full third-quarter results, including profit and outlook, at 2:00 p.m. Taiwan time.2026-10-15
  • Samsung releases its full third-quarter results after Thursday's record preliminary profit.2026-10-29

Educational content only. Not investment advice.

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