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TSMC says September 2026 revenue jumps 54.6% YoY to NT$511.86 billion, down 0.6% from August

AI Market Summary
TSMC reported September 2026 revenue of NT$511.86B (USD 16.07B), up 54.6% YoY, with a modest 0.6% MoM dip, and January–September revenue up 41.1% YoY. The print reinforces strong foundry demand and supports expectations for resilient semiconductor capex and AI-related chip volumes. Separately, Musk’s comments on a potential Texas "Terafab" sublease underscore early-stage US manufacturing discussions, with limited near-term operational implications.
Impact level
● Medium
Affected assets
NCSKTSMU2USD/USDT-2.01%
AI Insight · NCSKTSMU2USD/USDTAI Insight
▲ Bullish
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⚠️ AI-generated insights are based on news content and are provided for informational purposes only. They do not constitute investment advice or represent the views of BingX. Investing involves risk. Please trade responsibly.
TSMC reported consolidated revenue of about NT$511.86 billion (approximately USD 16.07 billion) for September 2026. That was up 54.6% from September 2025. Revenue edged down 0.6% from August 2026, according to a company release.
Disclaimer: The content above is only the author's opinion and does not represent BingX’s stance. It shall not be construed as investment advice from BingX. For details, refer to the Terms and Conditions.
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