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TSMC's September revenue rises 54.6% YoY to $16B, driven by AI chip demand.

Company Fundamentals
08 Oct 2026
CNBC
View Source
Bullish
TSMC's September revenue rises 54.6% YoY to $16B, driven by AI chip demand.

Taiwan Semiconductor Manufacturing Co (TSMC) reported September revenue of 511.86 billion New Taiwan dollars ($16.03 billion), a 54.6% increase from the previous year but a slight 0.6% decrease from August. The company's third-quarter revenue reached approximately 1.49 trillion New Taiwan dollars. TSMC benefits from strong demand for advanced AI chips and recently committed to using ASML's High NA EUV lithography technology, joining Samsung in adopting this cutting-edge production method. The company is set to announce its third-quarter earnings next week, which investors will watch closely for further insights into its performance and growth prospects.

TSMC's stock price on Pluang is currently at USD 472.17, just below its 52-week high of USD 485.80 as of Oct 08, 2026 13:01 WIB. Despite the strong year-over-year sales growth reported, the stock shows a minimal 1-day change of -0.01%, with a market cap of $2.11 trillion. Investor sentiment appears cautious with 70% of orders being sell and 30% buy, reflecting a balanced but slightly bearish trading activity.

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