TSMC posts $16.06 billion in September revenue, up 54.6% year over year

TSMC reported September revenue of $16.06 billion, a 54.6% jump from the same month a year earlier. The driver is no mystery. AI chips and high-performance computing keep absorbing every advanced wafer the Taiwanese foundry can produce, and September did nothing to break that pattern. The numbers behind the surge September’s figure follows a record August. That month TSMC booked NT$514.81 billion, or approximately $16.3 billion, up 53.3% year over year and 10.1% from July. August was also the first month in which TSMC’s revenue topped NT$500 billion. TSMC had guided third-quarter 2026 revenue to a range of $44.6 billion to $45.8 billion. September’s result was expected to strengthen that forecast as AI server demand continued. The year-to-date picture adds context. Cumulative revenue from January through August reached NT$3.387 trillion, up 39.3% from the prior year. September’s 54.6% growth rate runs well ahead of that year-to-date pace. TSMC reported Q2 2026 revenue of $40.20 billion, up 33.7% year over year, with a 60.3% operating margin. Where the money is coming from High-performance computing now accounts for 66% of TSMC’s revenue. That category covers the processors and acce...