Research note
TSMC: August revenue grows, packaging capacity still needs separate evidence
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%.
Evidence snapshot
What the evidence says
Short answer: 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%.
- Research as of
- 2026-09-20
- Confidence
- Medium
- Primary sources
- 1
Use the dated primary-source trail below for time-sensitive claims. Reported evidence and public interpretation are kept separate.
Change record
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.
Public interpretation
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.
Primary-source trail
Evidence
- TSMC: 2026 monthly revenue table
August reporting period and unaudited January-August totals; as_of denotes period end, not publication date. Accessed September 20. · As of 2026-08-31