Monthly revenue report
September 2026 revenue NT$511.86 billion, up 54.6% year over year; January-September up 41.1%
The numbers
What it is
TSMC publishes consolidated revenue for each month, usually around the 10th and before the quarterly call. It is the first hard number on each quarter and the fastest read on AI demand.
Why it matters to the stock. Monthly numbers show whether the quarter is tracking above or below the guidance range before the earnings call. Traders watch the month-on-month pattern against the quarter's guidance. July, August and September add up to about NT$1,494 billion (our sum of the three reported months), which is already above the 3Q26 guidance range converted at 32.0 NT$/US$.
News
TSMC third-quarter revenue totals about NT$1.494 trillion from its July to September monthly reports
Adding TSMC's three monthly revenue reports gives third-quarter 2026 revenue of about NT$1,494.25 billion: July NT$467.58 billion, August NT$514.81 billion and September NT$511.86 billion.
TSMC August 2026 revenue tops NT$500B for first time at NT$514.81B, up 53.3%
TSMC reported August 2026 revenue of about NT$514.81 billion, up 10.1% from July and 53.3% from August 2025.
TSMC July 2026 revenue hits record NT$467.58B, up 44.7% year on year
TSMC reported July 2026 revenue of NT$467.58 billion (US$14.51 billion), up 44.7% from a year earlier and 5.6% from June, which was itself the prior monthly record at NT$442.68 billion.
TSMC May revenue NT$416.98 billion, up 30.1% year over year
TSMC reported May 2026 consolidated revenue of about NT$416.98 billion, up 1.5% from April and 30.1% from May 2025.
TSMC April revenue NT$410.73 billion, up 17.5% year over year
TSMC reported April 2026 consolidated revenue of NT$410.73 billion, down 1.1% from March but up 17.5% from April 2025.
TSMC March 2026 revenue NT$415.19 billion; Q1 sales up 35.1% year over year
TSMC reported March 2026 consolidated revenue of NT$415.19 billion on April 10, up 30.7% from February and 45.2% from March 2025.
TSMC February 2026 revenue NT$317.66 billion, up 22.2% year over year
TSMC reported February 2026 consolidated revenue of about NT$317.66 billion in its March 10 monthly report.
TSMC January 2026 revenue reaches NT$401.26 billion, up 36.8% year over year
TSMC reported consolidated revenue of about NT$401.26 billion for January 2026 in its February 10 monthly report.