TSMC September revenue reached approximately NT$511.86 billion, a 54.6% increase from the same month last year, the chipmaker disclosed on October 8, 2026. Revenue nevertheless edged 0.6% below August. The next scheduled milestone is its October 15 third-quarter results conference.
Annual growth and a monthly decline can coexist
The issuer’s consolidated table, also filed with the US Securities and Exchange Commission, gives September revenue as NT$511.857 billion. August was NT$514.806 billion and September 2025 was NT$330.980 billion. These amounts are in New Taiwan dollars, not US dollars.
Comparing September with August measures one month’s change. Comparing it with September a year earlier measures annual growth. Neither comparison replaces the other, so the modest monthly decline does not contradict the much larger annual increase.
For January through September, TSMC reported revenue of approximately NT$3,898.73 billion, up 41.1% from the corresponding 2025 period. This is a nine-month revenue total, not third-quarter net income.
What this tells investors—and what it leaves unanswered
Revenue records sales, while profit reflects costs and other items as well. A monthly sales disclosure therefore cannot, by itself, establish earnings, profitability or the company’s outlook. CapKet has not attributed these figures to a particular customer, product or market driver, and has not verified a related share-price reaction.
The distinction also matters when comparing technology-company updates. CapKet’s Samsung guidance report concerns a preliminary quarterly operating-profit estimate. It is a different metric and disclosure stage, not a like-for-like revenue comparison.
The next official checkpoint
TSMC’s financial calendar schedules its third-quarter results conference for October 15, from 2:00 PM to 3:30 PM Asia/Taipei. The start corresponds to 11:30 AM IST. A scheduled event is not a guarantee about what the forthcoming results will show; use the actual release for earnings and any forward-looking statements.
CapKet checked the October 8 issuer release, the matching SEC filing and official calendar at 9:08 PM IST on October 10, 2026. The release and filing reproduce the same company disclosure; they are not independent estimates. This report covers the October 8 announcement, not a new release today.