TSMC will report third-quarter 2026 results on October 15, guiding for revenue between $44.6 billion and $45.8 billion, representing 37% year-over-year growth at the midpoint. The company generated $40.2 billion in the second quarter, up 33% from the same period last year. Gross margins are forecast between 65% and 67% for Q3. Nvidia, Broadcom and AMD, whose AI chips are manufactured by TSMC, are among the key watchers of this earnings call. High-performance computing accounted for 66% of Q2 wafer revenue.
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