TSMC September Revenue Climbs 54.6% Year-Over-Year to NT$511.9B, Easing Slightly from August
TSM sits 75% above its 52-week low of $266.82.
Summary
TSMC reported September 2026 revenue of NT$511.86 billion, up 54.6% year-over-year but down 0.6% from August. Year-to-date revenue reached NT$3.90 trillion, up 41.1%.
Key Events · Earnings and Guidance · TSM
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September Revenue Up 54.6% YoY
September 2026 net revenue was NT$511.86 billion, a 54.6% increase from NT$330.98 billion in September 2025.
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Slight Sequential Decline
Revenue decreased 0.6% from August 2026's NT$514.81 billion, the first month-over-month dip after several months of strong growth.
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Nine-Month Revenue Up 41.1%
January through September 2026 revenue totaled NT$3,898.73 billion, compared to NT$2,762.96 billion in the same period of 2025.
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Derivative Exposure Disclosed
TSMC reported outstanding forward contracts with a notional amount of NT$242.56 billion and a cumulative unrealized profit of NT$1.42 billion, with cumulative realized losses of NT$5.74 billion on expired contracts.
Analysis · TSM · Manufacturing
September revenue of NT$511.86 billion grew 54.6% year-over-year, extending a strong 2026 trend, though it slipped 0.6% from August's record NT$514.81 billion. The nine-month total of NT$3.90 trillion is up 41.1% versus 2025, confirming sustained demand for advanced chips. The modest sequential decline is not a red flag given the prior month's strength, but it does mark the first month-over-month pullback since the recent acceleration.
How filings like this one have moved
In the 30 days to Oct 8, 2026, 28.8% of the 1732 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.63%. 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 $467.01 on NYSE in the Manufacturing sector, with a market capitalization of approximately $2.1T. The 52-week trading range was $266.82 to $487.47. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.