TSMC booked record monthly revenue in August, helped by AI orders and the start of a new smartphone cycle.
Consolidated revenue reached NT$514.806B (US$16.32B), up 10.1 percent from July and 53.3 percent from a year earlier, the company said. Revenue for the first eight months of 2026 totals NT$3.387T, a gain of 39.3 percent.
July and August together produced NT$982.386B, which analysts read as enough to meet or beat TSMC’s third-quarter guidance of US$44.6B to US$45.8B.
The foundry has told investors to expect 2026 revenue growth slightly above 40 percent in US dollar terms and has raised planned capital spending for the year to US$60B to US$64B. Analysts credit AI accelerators plus handset launches that pull in 3nm and 5nm wafer starts.
TSMC’s position in the market has widened. TrendForce data put its second-quarter foundry share at 72.5 percent, a record, with Samsung below 6 percent and SMIC at 5.4 percent.
The monthly print lands as the company prepares to move ASML’s High-NA EUV machines into volume production for advanced nodes from 2030. For now, the revenue line is being carried by the current node family rather than the next one.
