TSMC August revenue hits record NT$514.8 billion

TSMC's investor monthly revenue table puts August 2026 consolidated net revenue at NT$514,806 million. That is 53.3% above August 2025, and it is the first calendar month on the published 2026 table to clear NT$500 billion.

This is TSMC's official monthly consolidated net revenue print, in millions of New Taiwan dollars. The figures are unaudited. It is not a Form 20-F and not a quarterly earnings release that restates margin guidance.

The step the year-on-year headlines skip is the month-to-month move. July 2026 was NT$467,580 million, so August rose 10.1% sequentially. January through August 2026 totaled NT$3,386,870 million, up 39.3% from the same period a year earlier.

Wire copy sometimes converts August into about US$16.3 billion to US$16.4 billion. That dollar figure is a reporter's FX conversion, not a TSMC USD filing. The monthly table alone does not say whether TSMC is inside or outside its third-quarter guidance.

The same AI-capacity tape includes SK Hynix's $4 billion Indiana HBM packaging plant, Dell raising its FY27 outlook on AI servers, Marvell's Google TPU warrant, and China's August export jump.

If you mark TSMC or the AI supply chain, update August to NT$514,806 million and the year-to-date run rate to NT$3,386.87 billion, and wait for TSMC's next formal guidance comment before you treat the monthly print as a beat or a miss on the quarter.