TSMC August Revenue Hits NT$514.81 Billion, Up 53.3% Year Over Year

TSMC reported consolidated net revenue of NT$514.81 billion for August 2026, up 10.1% from July and up 53.3% from August 2025, per the company's monthly revenue release filed on Form 6-K. At the September 17 exchange rate of 31.84 New Taiwan dollars per US dollar, that is roughly US$16.2 billion in a single month from one company that builds nearly every advanced AI chip on the market. It is the strongest monthly print of the year and the clearest demand-side confirmation yet that the hyperscaler capex wave is still accelerating, not fading.
Key Takeaways TSMC's August 2026 net revenue was NT$514.81 billion (about US$16.2 billion), up 10.1% month over month and 53.3% year over year, per TSMC'…
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