TSMC stock
On September 1, 2026, TSMC reported consolidated revenue for August 2026 totaling NT$312.45 billion, marking a record high for a single month. This represents a 35.2% increase year--over--year and a 12.8% sequential increase from July 2026. The robust growth was primarily driven by the seasonal ramp--up of 3nm and 5nm process technologies for next--generation flagship smartphones and the sustained, high--volume demand for AI--related high--performance computing (HPC) accelerators. This financial performance reinforces the company's ability to achieve the upper end of its recently upgraded annual revenue guidance.