TSMC (Taiwan Semiconductor Manufacturing Company) reports Q3 FY2026 total revenue exceeding NT$1,100 billion (approx. USD 34.4 billion) — quarterly report ~October 17, 2026, confirmed by TSMC IR or Bloomberg by October 18, 2026
Hit
✦ AI-generated prediction
Published on 3. October 2026
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Predicted for 17. October 2026
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Based on: Historical Cycle
TSMC's documented Q3 2024 revenue was NT$759.69B (+35% YoY), Q4 2024 was NT$868.46B, and full-year 2024 was NT$2,894B (~$89B USD). Analysts have consistently modeled +22–28% YoY growth for 2025 and 2026, driven by: (1) sustained AI GPU demand (N3/N2 processes for NVIDIA, AMD, Apple), (2) strong CoWoS packaging revenue, (3) new 2nm mass production capacity in Hsinchu/Taichung. At a conservative 20% YoY growth since Q3 2024: Q3 2025 ≈ NT$912B, Q3 2026 ≈ NT$1,094B — just below the threshold. Bloomberg consensus Q3 2026: ~NT$1,180B (+22% YoY vs. Q3 2025). The NT$1,100B threshold is ~7% below consensus, implying ~66% probability. No direct Polymarket market; TSMC ADR (NYSE: TSM) +38% YTD 2026 as of October 3. Risk: US-China AI chip export controls or Taiwan Strait tensions.
Data basis for this prediction
- TSMC Q3 FY2024 Quartalsbericht: NT$759,69 Mrd. Gesamtumsatz (TSMC Investor Relations, Oktober 2024)
- Bloomberg-Konsens TSMC Q3 FY2026: ~NT$1.180 Mrd. (Bloomberg, 3. Oktober 2026)
- TrendForce: TSMC CoWoS- und N2-Kapazitätsausbau 2026 — KI-Nachfragetreiber (TrendForce, Q2 2026)
- TSMC ADR (NYSE: TSM): +38% YTD 2026 per 3. Oktober 2026 (Bloomberg)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] TSMC Q3 2026 Gesamtumsatz NT$1.494,24 Mrd., weit über der Schwelle von NT$1.100 Mrd. Quelle: TSMC Form 6-K (Oktober 2026).
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