3nm (N3 family)
30% of 2Q26 wafer revenue, up from 28% in 4Q25
The numbers
What it is
The 3nm family is TSMC's current main leading-edge node, in its third full year of volume ramp in 2025. TSMC said in February 2026 it was evaluating 3nm for the second Kumamoto fab.
Why it matters to the stock. 3nm share of wafer revenue is the clearest read on how fast customers are moving to new nodes. It is also the node TSMC plans to make in Arizona and Kumamoto.
News
TSMC Q1 2026 EPS NT$22.08 with 66.2% gross margin; Q2 revenue guided to US$39.0-40.2 billion
TSMC reported first-quarter 2026 net income of NT$572.48 billion, up 58.3% year over year, with diluted EPS of NT$22.08 (US$3.49 per ADR).
Earnings