Zero One founder and executive director Vincent Fernando said TSMC may raise
full-year revenue guidance when it reports Q3 results on Thursday. September
revenue nearly matched August's record, pushing Q3 above the company's prior
guidance range. Fernando said that outperformance makes TSMC's earlier 2026 USD
revenue growth forecast of "slightly above 40%" look conservative; if the
company keeps its current wording, Q4 revenue growth would imply only one-third
of the pace implied by the Q3 guidance, below the firm's current run-rate. He
said an upward revision to full-year revenue growth is therefore possible.
