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TSMC accelerated revenue growth August 2026!

CoreValue Research Team

September 10, 2026 · 1 min read

Growth in USD increased from 31,8% in July to 44,4% in August, on track to deliver +40% in 2026

TSMC reported August revenue today in another blowout month, with accelerating growth from +31,8% to +44,4% YoY % in USD, reaching $16,1 billion! That represented +10,7% growth MoM %!

Bar graph showing TSMC monthly revenues in USD from August 2024 to August 2026, with year-over-year percentage changes indicated.

In TWD, revenues reached NT$ 514,8 bi, a +53,3% YoY % growth in August accelerating from +44,7% last month! This also represented a +10,1% growth MoM %.

Bar chart depicting TSMC monthly revenues in TWD with year-over-year percentage changes, displaying monthly revenue figures for August 2024 to August 2026.

The USD is +6,2% stronger YoY, but monthly it depreciated -0,6% MoM %.

A line and bar chart displaying the exchange rate of USD to TWD from January 2024 to August 2026, with monthly values and year-over-year percentage changes.

In our previous note, we mentioned TSMC should deliver NT$480–499bn in Aug-Sep to reach guidance, the August revenue came 3,2% above the high end of expectation! So anything above NT$460bi in September would come above guidance in 3Q26 Earnings!

Given TSMC year guidance, we would expect 4Q26 to come in the mid-to-high 40s as well!

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TSMC July-26 Revenues

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CoreValue Research Team

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TSMC accelerated revenue growth August 2026!

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