TSMC Raises FY2026 Revenue-Growth Guidance to About 44% After Q3 2026 Earnings Beat

Directly supplied context identifies an October 15, 2026 TSMC Q3 release with revenue and EPS above consensus, FY2026 U.S.-dollar revenue-growth guidance raised to about 44% from slightly above 40%, Q4 revenue guidance 0.6% above consensus, Q4 gross- and operating-margin guidance below consensus, and additional N3/N2 capacity commentary. This is a forward-looking business-performance development; price performance and analyst target-price commentary are excluded. Importance is high because the guidance increase and advanced-node capacity outlook affect TSMC and semiconductor supply-chain expectations, but it is below a maximum score because it is issuer-specific and the margin outlook is mixed. Surprise is moderately high due to the guidance increase, while confidence in the core facts is high because they are explicitly supported. The calendar date is explicit, but no actual release clock time is provided; 00:00Z is used as a date-level estimate rather than treating the X-post timestamp as the event time. TSMC and the advanced-node equipment suppliers are approved because the provided context supports a clear capex and capacity-related read-through; more speculative downstream, competitor, memory, packaging, and materials effects are excluded. The prior event decision is retained as a new business-performance event because no existing event is identified and this is not a duplicate or standalone price-move item.