“Moving into fourth quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology. Revenue is expected to be between US$52.3 billion and US$54.3 billion.”

Q3 2026 revenue came in at $46.72 billion, above guidance; the Q4 2026 guidance midpoint implies roughly 14% sequential and 58% year-over-year growth and will resolve with TSMC's Q4 results in January 2027.