Taiwan Semiconductor Manufacturing Company set a fresh monthly record in September, taking in NT$511.86 billion, or roughly $16.1 billion. That was up 54.6 percent from a year earlier and marked the second straight month above NT$500 billion.
The September figure dipped 0.6 percent from August, though August itself was a record at NT$514.81 billion. Revenue over the first nine months of 2026 grew 41.1 percent from a year earlier to a record NT$3.899 trillion.
For the third quarter, sales came in 17.6 percent above the prior quarter and 50.9 percent above the same period a year ago, a record NT$1.494 trillion. That beat the top of the company’s own guidance, which had called for $44.6 billion to $45.8 billion.
For margins, the company’s guidance is 65 to 67 percent gross and 56 to 58 percent operating. The full picture arrives on October 15, when it holds its quarterly earnings call.
Investors are expected to press for detail on AI demand, capacity at advanced nodes and packaging lines, overseas expansion including a possible Texas site, and whether prices rise again next year.
TSMC is not the only sign of Taiwan’s hold on the supply chain. Foxconn earlier this month logged monthly revenue above NT$1.15 trillion for the first time, and the island’s bourse has outperformed regional peers on the strength of the AI buildout.
