{"schema_version":"1.0","item":{"schema_version":"1.0","id":"ca-note-tsmc-august-2026-revenue","slug":"tsmc-august-2026-revenue","scope":{"type":"company","slug":"tsmc","label":"TSMC (TSM / 2330)"},"status":"published","published_at":"2026-09-20T19:42:19Z","updated_at":"2026-09-20T19:42:19Z","research_as_of":"2026-09-20","title":"TSMC: August revenue grows, packaging capacity still needs separate evidence","summary":"TSMC reports unaudited August revenue of NT$514.806 billion, up 53.3% year over year. January-August revenue totals NT$3,386.870 billion, up 39.3%.","what_changed":["The monthly table reports July revenue of NT$467.580 billion and August revenue of NT$514.806 billion; the approximately 10.1% sequential increase is calculated from those figures.","Values are consolidated revenue in New Taiwan dollars, not US dollars or AI-only revenue. The source labels 2026 figures unaudited.","September revenue was blank when checked on September 20. The source date below denotes August period end rather than the announcement date."],"why_it_matters":"The release updates demand and revenue context for the NVDA/AMD shared-foundry example. It does not measure CoWoS utilization, packaging lead times, customer allocation or HBM supply.","confidence":"medium","evidence":[{"label":"TSMC: 2026 monthly revenue table","url":"https://investor.tsmc.com/english/monthly-revenue/2026","source_type":"company_release","primary":true,"supports":"August reporting period and unaudited January-August totals; as_of denotes period end, not publication date. Accessed September 20.","as_of":"2026-08-31"}],"agent_assisted":true,"human_review_status":"approved","url":"https://constraintalpha.com/research/tsmc-august-2026-revenue","markdown_url":"https://constraintalpha.com/agents/notes/tsmc-august-2026-revenue.md"}}