TSMC (TSM.US) Q3 net profit increased by 68.7% year-on-year, surpassing expectations; AI orders surge and 2-nanometer process contributes 8% of wafer revenue

Jitou Finance APP reported that the global wafer foundry leader TSMC (TSM.US) announced its third-quarter 2026 financial results on Thursday. Driven by a continuous influx of AI orders, both the company's revenue and net profit for the quarter surpassed analysts' average expectations, sending a key signal that demand for computing power remains robust even as market sentiment toward AI-related trades has recently become more cautious.