TSMC September revenue rises 54.6% year on year to NT$511.86 billion
In short
TSMC reported September 2026 revenue of NT$511.86 billion, down 0.6% from August and up 54.6% from a year earlier. Revenue for the first nine months of 2026 was NT$3,898.73 billion, up 41.1% year on year.
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TSMC said on October 8 that its revenue for September 2026 was NT$511.86 billion, 0.6% lower than in August and 54.6% higher than a year earlier, according to reports by CLS, 36Kr, Yicai, IT Home and Jiemian. Jiemian described the figure as consolidated revenue. IT Home said the company published the figures in an announcement that day and put the September total at about 107.75 billion yuan at current exchange rates. [ 1 , 2 , 3 , 4 , 5 ]
Revenue for the first nine months of 2026 came to NT$3,898.73 billion, up 41.1% year on year, CLS and IT Home reported; Jiemian gave the nine-month total as about NT$3.9 trillion with the same growth rate. [ 1 , 4 , 5 ]
IT Home also reported that TSMC shares reached a record high on the Taiwan stock market on October 5, touching NT$2,580 in morning trading, and that Goldman Sachs raised its 12-month price target for the stock from NT$3,100 to NT$3,300, implying about 28% upside. According to IT Home, Goldman Sachs expects TSMC's US-dollar revenue to grow 42% in 2026 and 36.9% in 2027, with gross margins of 67.2% and 67.5% respectively. [ 4 ]
Why it matters
The figures, reported by several Chinese business and tech outlets on October 8, show TSMC's revenue growing 41.1% year on year over the first three quarters of 2026. IT Home's report also noted a record TSMC share price on October 5 and a raised Goldman Sachs price target.
Key facts
- TSMC's September 2026 revenue was NT$511.86 billion. [ 1 , 2 , 3 , 4 , 5 ]
- September revenue fell 0.6% from the previous month. [ 1 , 2 , 4 , 5 ]
- September revenue rose 54.6% year on year. [ 1 , 2 , 3 , 4 , 5 ]
- Revenue for January to September 2026 was NT$3,898.73 billion, up 41.1% year on year. [ 1 , 4 ]
- IT Home reported that TSMC shares hit a record high on October 5, reaching NT$2,580 in morning trading on the Taiwan stock market. [ 4 ]
- According to IT Home, Goldman Sachs raised its 12-month price target for TSMC from NT$3,100 to NT$3,300, implying about 28% upside. [ 4 ]
Confirmed by several sources
Still unclear
- Goldman Sachs forecasts that TSMC's US-dollar revenue will grow 42% in 2026 and 36.9% in 2027, with gross margins of 67.2% and 67.5%. Reported only by IT Home; these are analyst forecasts, not company figures.
- TSMC shares reached a record intraday high of NT$2,580 on October 5. Reported only by IT Home.