TSMC has reported third-quarter earnings per share of NT$29.43, the headline figure from the foundry's latest quarterly results announcement, released through its investor news channel under the title "TSMC Reports Third Quarter EPS of NT$29.43."

That single number is what the company has put on the record so far in this release. It's the figure analysts, supply chain planners and competitors will parse first. Everything else — revenue by node, wafer shipments, gross margin, capex guidance — TSMC typically unpacks in the full quarterly report and management call that accompanies this headline disclosure.

Why one EPS number moves the whole supply chain

TSMC doesn't report in a vacuum. As the contract manufacturer for effectively every advanced logic product that matters — smartphones, datacenter accelerators, high-performance computing silicon — its per-share earnings are the sector's most-watched proxy for demand at the leading edge.

NT$29.43 per share for the quarter. Investors read it as a pulse check on AI accelerator orders, flagship smartphone builds and networking silicon, all of which flow through TSMC's fabs before reaching the market.

The company's own disclosure carries weight precisely because TSMC distinguishes carefully between what it has booked and what it merely projects. This EPS figure is a confirmed result, not a roadmap item or an analyst estimate — it comes directly from the company's results statement.

What the release does and doesn't say

The announcement, as distributed, states the EPS figure and identifies the reporting entity: Taiwan Semiconductor Manufacturing Company Limited. It does not, in this headline release, break out:

• Revenue by process node or platform
• Wafer shipment volumes
• Gross and operating margins
• Capital expenditure updates
• Forward guidance for the fourth quarter

Those details, when TSMC publishes them, will determine whether the NT$29.43 print reflects accelerating AI-driven demand, steady advanced-node utilization, or a more mixed picture across mature nodes — the distinctions that move equipment orders at ASML, Applied Materials and Lam Research within hours of a TSMC call.

How to read the number

For Chip Dispatch readers tracking the foundry market, the discipline is straightforward. Treat NT$29.43 as the confirmed floor of what's known this quarter. Treat everything else — margin trajectories, N3 and N2 ramp commentary, CoWoS packaging capacity — as pending until TSMC's management quantifies it on the record.

The pattern is familiar. TSMC headlines with EPS, then fills in the architecture of the quarter: which nodes carried volume, which customers leaned hardest on advanced packaging, and where capacity investment lands next. Each of those follow-on figures carries direct pricing implications for fabless customers negotiating wafer allocations for 2025 and beyond.

For now, the market has its anchor: NT$29.43, third quarter, straight from the foundry. The competitive read — whether that number signals tightening supply at the leading edge or broader end-market strength — will sharpen once TSMC tables the full breakdown.