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10 Sep 2026

TSMC’s August revenue jumps 53% to a record

Confirmed 10 Sep 2026 monthly print. AI-chip demand is the reporters’ frame. The number is TSMC’s.

10 Sep 2026: TSMC’s financial calendar listed “TSMC Monthly Sales — August 2026.” CNBC and Focus Taiwan reported the company posted record August consolidated revenue of NT$514.8 billion, up 53.3% year over year and 10.1% from July.

The same reports put January–August 2026 revenue at about NT$3.387 trillion, up 39.3% from a year earlier.

CNBC: TSMC said on its July earnings call that AI-related demand remained “extremely robust.” TrendForce, cited by CNBC, said advanced 5-, 4-, and 3-nanometer capacity was fully booked in the second quarter.

Focus Taiwan: analysts also tied the August print to new smartphone launches, not AI alone.

The foundry that pours most frontier GPUs just printed another record month. That is a money fact. The mix between AI servers and phones is analysis on top.

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