TSMC September 2026 Revenue Report
September revenue rose year over year while easing slightly from August, and third-quarter revenue reached a record, according to company and Taiwanese news reports.
TL;DR
- TSMC reported September 2026 revenue of NT$511.86 billion, up 54.6% from September 2025 and down 0.6% from August 2026.
- Revenue for January through September totaled NT$3,898.73 billion, up 41.1% year over year.
- Focus Taiwan reported third-quarter revenue of NT$1.49 trillion, above the company’s guidance; TSMC’s investor conference is scheduled for October 15.
TSMC said consolidated September revenue was NT$511.86 billion, 54.6% above September 2025 and 0.6% below August 2026. January-through-September revenue totaled NT$3,898.73 billion, up 41.1% year over year. [TSMC.] [1]
Focus Taiwan reported third-quarter consolidated revenue of NT$1.49 trillion, up 17.62% from the previous quarter and above the company’s guidance. The outlet attributed the quarter’s performance to strong AI-chip demand and smartphone-related orders; that explanation is reported analysis, not a company forecast. [TSMC; Focus Taiwan.] [1] [2]
TSMC’s release provides monthly and year-to-date revenue, while Focus Taiwan adds quarterly context. TSMC scheduled its next investor conference for October 15, where it is expected to discuss additional operating details. [TSMC; Focus Taiwan.] [1] [2]
Why it matters
The revenue report provides a fresh measure of demand flowing through the world’s largest contract chipmaker and gives context for the AI hardware supply chain. Monthly sales do not establish margins or the durability of demand; those questions await the earnings discussion.
Editor's note
Revenue figures are company-reported and unaudited. Industry-demand explanations are attributed to Focus Taiwan. No investment advice or trading signal.