Sourced evidence
TSMC 3Q26 earnings call transcript
C.C. Wei (Chairman & CEO) raised 2026 revenue growth to around 44% in US$; CFO Wendell Huang reiterated 2026 capital budget of US$60-64B, with 2026-2028 capex significantly higher than the prior three years; A14 risk production 2027 and volume 2028; Arizona fab 2 volume production 3Q27; Japan fab 2 on 3nm with volume production in 2028; overseas fab dilution closer to 2% in 2026, widening to 3-4%. Source extract: "we now expect our full year 2026 revenue growth to be around 44% year-over-year in US dollar terms."
- Type
- Company filing or release
- Published
- October 15, 2026
- Confidence
- 90/100
- Filed under
- Taiwan Semiconductor Manufacturing Company
Cite this
InsightNodes, "TSMC 3Q26 earnings call transcript" (Taiwan Semiconductor Manufacturing Company). Source: TSMC (earnings call transcript), October 15, 2026, https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf. https://insightnodes.com/claims/e/tsmc-analyst-3q26-earnings-call-2026 (accessed October 29, 2026).
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