TSMC posted consolidated revenue of approximately NT$1.49 trillion for the third quarter of 2026, a 51% increase from a year earlier, as September sales held near record levels.

The company disclosed the figures on October 8, 2026. September alone generated about NT$511.86 billion (roughly US$16.1 billion), up 54.6% from NT$330.98 billion in September 2025. Month over month, September revenue slipped a marginal 0.6% from August — a sign that monthly output has plateaued at a high level rather than cooled.

How fast is TSMC actually growing?

The headline numbers point to an exceptional growth rate for a company of TSMC's scale. A 51% year-over-year revenue increase for a full quarter at the world's largest contract chipmaker far outpaces typical foundry cycles, where mid-single-digit or low-double-digit growth is the norm even in strong years.

The comparison base makes the jump starker. In September 2025, TSMC booked NT$330.98 billion; twelve months later the same month delivered over NT$180 billion more in revenue. The sequential dip of just 0.6% from August indicates that August and September ran at nearly identical, historically elevated levels.

What does the monthly pattern show?

Two figures frame the quarter's momentum:

• September 2026 revenue: NT$511.86 billion, up 54.6% year over year

• Sequential change: down 0.6% from August 2026, keeping monthly sales near record territory

• Full-quarter result: about NT$1.49 trillion, up 51% from the third quarter of the prior year

The near-flat August-to-September movement suggests demand at the top of TSMC's order book remained firm through the end of the quarter, with no visible seasonal softening between the two months.

What comes next?

TSMC's full quarterly results, with margin, capacity and node-level breakdowns, typically follow the monthly revenue disclosures and will show how this top-line growth translated into profitability. If monthly revenue continues to hold near the September level, the foundry enters the final quarter of 2026 with demand conditions that support further year-over-year expansion from an already elevated base.