TSMC guides Q3 2026 revenue to ~$44.6-45.8B; CoWoS squeeze pushes some customers to Samsung

TSMC guided Q3 2026 revenue to $44.6-45.8 billion (roughly 37% YoY growth at the midpoint) with gross margins easing to 65-67% on the 2nm ramp. CoWoS advanced-packaging capacity remained fully booked through the end of 2026 with 52-78 week lead times, and reporting indicated some overflow demand from customers including Google, BYD, AMD and Tesla was being redirected to Samsung's advanced-packaging capacity as a result.

Source: Techtimes / Ad-Hoc-News
Type: News report
Published: July 16, 2026
Confidence: 60/100
Filed under: Taiwan Semiconductor Manufacturing Company

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InsightNodes, "TSMC guides Q3 2026 revenue to ~$44.6-45.8B; CoWoS squeeze pushes some customers to Samsung" (Taiwan Semiconductor Manufacturing Company). Source: Techtimes / Ad-Hoc-News, July 16, 2026, https://www.ad-hoc-news.de/boerse/news/ueberblick/tsmc-s-capacity-conundrum-record-earnings-mask-the-cowos-squeeze-forcing/69583956. https://insightnodes.com/claims/e/tsmc-q3-2026-guidance-cowos-squeeze (accessed October 29, 2026).

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