The 54.6% YoY revenue growth in September confirms TSMC's dominant position in AI and advanced-node demand. Monitor the upcoming Q3 2026 earnings call for margin and guidance updates, as the slight MoM dip may signal normalizing growth rates.
Price Chart
Executive Summary
TSMC reported September 2026 net revenue of NT$511.86 billion, up 54.6% YoY but down 0.6% MoM. Year-to-date revenue through September rose 41.1% YoY to NT$3,898.73 billion, reflecting sustained strong demand for advanced semiconductor manufacturing.
Key Facts
- September 2026 net revenue: NT$511.86 billion, +54.6% YoY, -0.6% MoM
- January-September 2026 net revenue: NT$3,898.73 billion, +41.1% YoY
- September 2025 net revenue was NT$330.98 billion
- August 2026 net revenue was NT$514.81 billion
Financial Impact
September revenue grew 54.6% YoY; 9-month cumulative revenue grew 41.1% YoY
Risk Factors
- Month-over-month decline of 0.6% could indicate demand peaking or inventory adjustments
- Geopolitical risks related to Taiwan and US export controls remain elevated
- Capital expenditure intensity may pressure free cash flow despite strong revenue growth
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000680 |
| Document: 0001046179-26-000680-index-headers.html | 0001046179-26-000680 |
| Document: 0001046179-26-000680-index.html | 0001046179-26-000680 |
| Document: 0001046179-26-000680.txt | 0001046179-26-000680 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Institutional Cluster | $418.51 | awaiting T+20 | — | $424.37 (+1.40%) |
Oct 22, 2026 4d ago | 6-K | $412.35 | awaiting T+20 | — | $424.37 (+2.91%) |
Oct 15, 2026 11d ago | 6-K | $422.25 | awaiting T+20 | — | $424.37 (+0.50%) |
Oct 12, 2026 14d ago | Institutional Cluster | $444.35 | awaiting T+20 | — | $424.37 (−4.50%) |
Oct 8, 2026 18d ago | 6-K | $457.99 | awaiting T+20 | — | $424.37 (−7.34%) |
Sep 24, 2026 4w ago | 6-K | $451.15 $412.35 | ▼ −8.60% | ▼ −8.18% | $424.37 (−5.94%) |
Sep 10, 2026 6w ago | 6-K | $428.03 $457.99 | ▲ +7.00% | ▲ +4.88% | $424.37 (−0.86%) |
Sep 9, 2026 6w ago | Insider Cluster | $435.36 $472.20 | ▲ +8.46% | ▲ +6.52% | $424.37 (−2.52%) |
Sep 4, 2026 7w ago | Insider Cluster | $428.91 $485.80 | ▲ +13.26% | ▲ +12.66% | $424.37 (−1.06%) |
Sep 1, 2026 7w ago | 6-K | $414.00 $456.19 | ▲ +10.19% | ▲ +9.87% | $424.37 (+2.50%) |
US Market Status
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