TSMC reported consolidated net revenue of NT$511.86bn for September 2026 in its monthly filing on 8 October. That is up 54.6% against September 2025 and down 0.6% against August 2026. Revenue for January to September came to NT$3,898.73bn, up 41.1% on the same nine months of 2025.
TSMC manufactures the leading-edge chips that almost every AI accelerator depends on, so its monthly revenue line is one of the few near real-time public readings on whether demand for AI hardware is still accelerating. On these figures, growth against last year remains very strong while the month-to-month trend has flattened.
A note on how this was reported. Several outlets described September as a record month. TSMC’s own release makes no such claim, and the month-on-month figure is negative, which means August was higher. The company reports in New Taiwan dollars and publishes no currency conversion, so the US dollar figures circulating in coverage depend on whichever exchange rate the publisher chose, and they differ between outlets for that reason alone.
Monthly revenue is also an unaudited single line. Margins, capital spending and guidance come with the full third-quarter results, which are a separate disclosure. The filing is on TSMC’s own newsroom.