TSMC August revenue hits record NT$514.8 billion

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

The figures are unaudited monthly prints in millions of New Taiwan dollars, 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, even as the same AI-capacity run already includes SK Hynix's $4 billion Indiana HBM packaging plant and Dell raising its FY27 outlook on AI servers.