This is the second consecutive monthly revenue acceleration — watch the Q3 2026 earnings release for formal guidance and margin data. The strong July print supports bullish sentiment into the quarter-end report.
Price Chart
Executive Summary
TSMC reported July 2026 net revenue of NT$467.58 billion, up 44.7% year-over-year and 5.6% month-over-month. Year-to-date revenue through July reached NT$2,872.06 billion, a 37.0% increase versus the same period in 2025. The filing also disclosed routine updates on intercompany lending, guarantees, and derivative positions.
Key Facts
- July 2026 net revenue: NT$467.58 billion, +44.7% YoY, +5.6% MoM
- January-July 2026 net revenue: NT$2,872.06 billion, +37.0% YoY
- YoY revenue growth accelerated to 44.7% in July from the 37.0% seven-month cumulative pace
- Sequential revenue growth of 5.6% MoM suggests continued strong demand
- Routine disclosures on funds lent to subsidiaries, guarantees, and derivative contracts with no material changes
- Cumulative realized loss on TSMC's expired FX forward contracts was NT$7.2 billion
Financial Impact
Monthly revenue of NT$467.6B represents a 44.7% YoY increase, with YTD revenue up 37.0%
Risk Factors
- Revenue outperformance may reflect one-time shipments (e.g., advanced-node ramp for a single large customer) rather than broad-based demand
- Fx and derivative losses, if they persist, could modestly pressure net income in future quarters
- Geopolitical risks to TSMC's global fab expansion and customer concentration remain unaddressed in this operational filing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000471 |
| Document: 0001046179-26-000471-index-headers.html | 0001046179-26-000471 |
| Document: 0001046179-26-000471-index.html | 0001046179-26-000471 |
| Document: 0001046179-26-000471.txt | 0001046179-26-000471 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G | $436.20 | awaiting T+20 | — | $436.87 (+0.15%) |
Oct 22, 2026 5d ago | Institutional Cluster | $418.51 | awaiting T+20 | — | $436.87 (+4.39%) |
Oct 22, 2026 5d ago | 6-K | $412.35 | awaiting T+20 | — | $436.87 (+5.95%) |
Oct 15, 2026 12d ago | 6-K | $422.25 | awaiting T+20 | — | $436.87 (+3.46%) |
Oct 12, 2026 15d ago | Institutional Cluster | $444.35 | awaiting T+20 | — | $436.87 (−1.68%) |
Oct 8, 2026 19d ago | 6-K | $457.99 | awaiting T+20 | — | $436.87 (−4.61%) |
Sep 24, 2026 4w ago | 6-K | $451.15 $412.35 | ▼ −8.60% | ▼ −8.18% | $436.87 (−3.17%) |
Sep 10, 2026 6w ago | 6-K | $428.03 $457.99 | ▲ +7.00% | ▲ +4.88% | $436.87 (+2.07%) |
Sep 9, 2026 6w ago | Insider Cluster | $435.36 $472.20 | ▲ +8.46% | ▲ +6.52% | $436.87 (+0.35%) |
Sep 4, 2026 7w ago | Insider Cluster | $428.91 $485.80 | ▲ +13.26% | ▲ +12.66% | $436.87 (+1.86%) |
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