TSMC September 2026 revenue surges 54.6% year-on-year to $16.07 billion
TSMC reported September 2026 revenue of NT$511.86 billion (approximately USD 16.07 billion), a 54.6% increase from September 2025, despite a 0.6% month-on-month decline from August 2026. Cumulative revenue for January–September 2026 rose 41.1% year-on-year to NT$3,898.73 billion (USD 122.42 billion).
Why it matters. The strong year-on-year growth reflects sustained global demand for advanced semiconductors, particularly for AI and high-performance computing, impacting supply chains and technology sectors worldwide.