TSMC's August Revenue Surges 53% Year-Over-Year to NT$514.8B, Accelerating from July
TSM sits 75% above its 52-week low of $246.93.
Summary
TSMC reported August 2026 revenue of NT$514.81 billion, up 53.3% year-over-year and 10.1% from July, with year-to-date revenue up 39.3%.
Key Events · Earnings and Guidance · TSM
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August Revenue Hits NT$514.8B
August 2026 consolidated net revenue was NT$514.81 billion, up 10.1% month-over-month from July's NT$467.58 billion and up 53.3% year-over-year from NT$335.77 billion in August 2025.
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Year-to-Date Growth Accelerates
January–August 2026 revenue totaled NT$3,386.87 billion, up 39.3% from NT$2,431.98 billion in the same period of 2025.
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Q3 Guidance Tracking Ahead
The August print implies Q3-to-date revenue of roughly NT$982 billion, putting TSMC on pace to exceed the midpoint of its NT$1.27–1.32 trillion Q3 guidance range if September holds at similar levels.
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Sequential Momentum Builds
Month-over-month growth accelerated to 10.1% in August from July's 44.7% YoY pace, indicating strengthening demand into the second half of 2026.
Analysis · TSM · Manufacturing
August revenue of NT$514.81 billion rose 53.3% year-over-year and 10.1% month-over-month, accelerating from July's 44.7% YoY growth. The eight-month cumulative figure of NT$3.39 trillion is up 39.3% versus 2025, confirming sustained demand strength across advanced nodes. This monthly print is a key input for Q3 guidance of NT$1.27–1.32 trillion, and the sequential acceleration suggests upside risk to the high end of that range.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30.2% of the 2009 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TSM was trading at $433.25 on NYSE in the Manufacturing sector, with a market capitalization of approximately $2T. The 52-week trading range was $246.93 to $479.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.