TSMC reported consolidated net revenue of approximately NT$511.86 billion (~US$16 billion) for September 2026, 0.6% below August 2026 and 54.6% above September 2025.

Nine months

Revenue for January to September 2026 totalled NT$3,898.73 billion (~US$122 billion), up 41.1% from the same period in 2025. All figures are in New Taiwan dollars and are unaudited monthly figures.

Why the monthly report matters

TSMC's monthly revenue is one of the earliest public data points on demand for leading-edge chips for AI accelerators. A slight decline from August says little on its own; the full quarter, with margins and segment mix, matters more.

Next

TSMC holds its third-quarter earnings conference on 15 October 2026. The quarterly guidance should be compared with the reported outcome then, not with the monthly figures.

AW

For information and educational purposes only. This research is not personalized investment advice or a recommendation to buy or sell a security.