TSMC revenue reaches NT$3,898.73B (~US$122 billion) for Jan–Sep, up 41.1%

TSMC’s 8 October 2026 release reports consolidated revenue of approximately NT$511.86 billion (~US$16 billion) for September 2026. Revenue for January through September totaled NT$3,898.73 billion (~US$122 billion), up 41.1% against the same period in 2025. These are reported revenues in New Taiwan dollars, not US dollars and not an estimate of full-year 2026 sales. Source: TSMC September 2026 Revenue Report, opening paragraph and consolidated revenue table; PDF page 1.

Compare like-for-like periods

The consolidated revenue table reports NT$3,898,727 million (~US$122 billion) for January–September 2026 and NT$2,762,964 million (~US$86.5 billion) for January–September 2025. The chart converts each to NT$ billions by dividing by 1,000. The reported growth rate is 41.1%; it is not an independently forecast growth rate. Comparing the same nine-month periods avoids mixing an incomplete year with the old 2024 full-year total.

Growth is not a straight line

September revenue rose 54.6% against September 2025 but fell 0.6% from August 2026, according to the same report. The two comparisons answer different questions: year-on-year growth measures expansion against a comparable month, while sequential change describes the latest step. Neither alone establishes a sustained trend or identifies which customer or technology generated the change.

What investors still need

A monthly sales report is a timely demand indicator, not a complete earnings report. Profitability, capital spending and cash generation require separate disclosures. This update therefore does not infer margins, customer-level demand or investment returns from the revenue figures. It replaces the analytical emphasis on a 2024 revenue headline with a current reporting period without confusing currency, time interval or forecast status.

Sources and update policy

Primary source: TSMC September 2026 Revenue Report, issued 8 October 2026, opening paragraph and consolidated revenue table, https://pr.tsmc.com/english/news/3343. PDF: https://pr.tsmc.com/system/files/newspdf/attachment/d3441876215790dc60f360229f7fa2416c82f4ea/September%202026%20%28E%29_final_wmn.pdf, page 1. Corroborating company filing: https://www.sec.gov/Archives/edgar/data/1046179/000104617926000680/tsm-revenue20261008.htm. The source date is retained; check for a later earnings or revenue release before publication. No 2026 full-year forecast is included.