MANAGEMENT ARTICLE
TSMC Earned More Yet Its Margin Dropped: The Criteria for Determining Capacity Expansion Speed
TSMC's third quarter of 2026 exhibited both revenue growth and a quarter-over-quarter decline in profit margins. By distinguishing between public disclosures and management's investment plans—and comparing the costs and conditions of full expansion, phased expansion, and leveraging external capabilities—this article presents a decision-making framework for capital allocation.
TSMC's performance in the third quarter of 2026 contains two conflicting movements that make investment decisions difficult. Consolidated revenue announced on October 15 reached NT$1,494.24 billion, an increase of 17.6% from the previous quarter.…
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