TSMC Profit Jumps 69% to a Record. Why Is the Stock Still Falling?

Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 69% jump in net profit for Q3 to a record T$763.1 billion, driven by strong AI demand, but cautioned about 2027 due to rising component costs and economic uncertainties affecting consumer markets. Despite a strong 2026 growth outlook, the stock fell after warnings of margin pressure and the need for careful capacity planning.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 30 sources have reported it between 10 Sep 2026 and 16 Oct 2026.