News / Taiwan / economic_daily
TSMC August Revenue Hits Record High of NT$514.8 Billion
Electronic Technology · Semiconductors · economic_daily · 2026-09-10
TSMC reported a record-breaking August revenue of NT$514.8 billion, a 53.3% year-on-year increase driven by robust demand for AI and smartphone chips.
What Happened
Record Revenue: TSMC announced an August revenue of NT$514.8 billion, marking a 10.1% monthly increase and a 53.3% year-on-year surge, setting a new historical record. Year-to-date revenue for the first eight months reached NT$3.38 trillion, up 39.3% from the previous year.
Growth Drivers: Analysts attribute the strong performance to sustained demand for artificial intelligence applications and increased inventory stocking for new smartphone models. The company is on track to meet or potentially exceed its third-quarter revenue targets.
Capital Expenditure: To address robust customer demand, TSMC has projected its 2026 capital expenditure to reach between US$60 billion and US$64 billion. The company remains optimistic about its long-term trajectory, forecasting a potential revenue growth exceeding 40% by 2026.
Market Outlook: The company's third-quarter guidance is based on an exchange rate assumption of NT$32 to US$1. Supported by strong market fundamentals, TSMC continues to scale its production capacity to maintain its leadership in the global semiconductor industry.