The accelerating revenue trajectory (53.3% YoY in August vs 39.3% YTD) signals sustained AI-driven demand that likely exceeds consensus expectations. Monitor the upcoming Q3 2026 earnings release for margin commentary and forward guidance — this revenue run-rate supports upward estimate revisions.
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Executive Summary
TSMC reported August 2026 net revenue of NT$514.81 billion, up 53.3% YoY and 10.1% MoM, with year-to-date revenue up 39.3% YoY. This is a strong monthly revenue print that continues the trend of accelerating growth driven by AI and advanced semiconductor demand. The filing is a routine monthly revenue update with no other material disclosures.
Key Facts
- August 2026 net revenue of NT$514.81 billion, up 53.3% YoY from NT$335.77 billion
- Month-over-month revenue growth of 10.1% from July 2026's NT$467.58 billion
- Year-to-date January-August 2026 revenue of NT$3,386.87 billion, up 39.3% YoY
- Revenue growth is accelerating — August YoY growth of 53.3% exceeds the YTD average of 39.3%
Financial Impact
August revenue of NT$514.81 billion represents a 53.3% YoY increase, the strongest monthly growth rate in the current cycle
Risk Factors
- Geopolitical risks related to Taiwan-China tensions
- Potential capex overhang from global fab expansion
- Cyclical semiconductor demand normalization risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000658 |
| Document: 0001046179-26-000658-index-headers.html | 0001046179-26-000658 |
| Document: 0001046179-26-000658-index.html | 0001046179-26-000658 |
| Document: 0001046179-26-000658.txt | 0001046179-26-000658 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 6-K | $428.03 $430.26 | ▲ +0.52% | ▲ +1.02% | $465.00 (+8.64%) |
Sep 4, 2026 28d ago | Insider Cluster | $428.91 $418.01 | ▼ −2.54% | ▼ −1.33% | $465.00 (+8.41%) |
Sep 1, 2026 4w ago | 6-K | $414.00 $435.36 | ▲ +5.16% | ▲ +5.08% | $465.00 (+12.32%) |
Aug 25, 2026 5w ago | 6-K | $417.41 $413.98 | ▼ −0.82% | ▼ −0.28% | $465.00 (+11.40%) |
Aug 14, 2026 7w ago | 6-K | $426.35 $418.95 | ▼ −1.74% | ▼ −0.37% | $465.00 (+9.07%) |
Aug 11, 2026 7w ago | 6-K | $422.06 $413.41 | ▼ −2.05% | ▼ −1.65% | $465.00 (+10.17%) |
Aug 11, 2026 7w ago | 6-K | $422.06 $413.41 | ▼ −2.05% | ▼ −1.65% | $465.00 (+10.17%) |
Aug 10, 2026 7w ago | Insider Cluster | $418.47 $430.75 | ▲ +2.93% | ▲ +2.98% | $465.00 (+11.12%) |
Aug 10, 2026 7w ago | Insider Cluster | $418.47 $430.75 | ▲ +2.93% | ▲ +2.98% | $465.00 (+11.12%) |
Aug 10, 2026 7w ago | 6-K | $418.47 $430.75 | ▲ +2.93% | ▲ +2.98% | $465.00 (+11.12%) |
US Market Status
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