From January to August 2026, Taiwan Semiconductor's consolidated revenue totaled approximately NT$3.38687 trillion, representing a 39.3% increase from the same period in 2025, which stood at around NT$2.432 trillion. In absolute terms, revenue for the first eight months rose by more than NT$950 billion year-on-year, marking a substantial increase. Recently, Taiwan Semiconductor stated that despite constructing new fabs at an unprecedented pace, capacity expansion continues to lag behind demand.
$Taiwan Semiconductor (TSM.US)$ The latest monthly data released shows a significant year-on-year surge in August revenue, once again highlighting the sustained strong pull of global AI chip demand on the leading foundry.
On September 9, Taiwan Semiconductor released its revenue report for August 2026, reporting consolidated revenue of approximately NT$514.8 billion for the month, a 53.3% increase year-on-year and a 10.1% increase month-on-month. This figure continues the company's recent momentum of rapid growth, pushing year-to-date cumulative revenue to approximately NT$3.3869 trillion.
The robust monthly data further consolidates Taiwan Semiconductor's market position as a core supplier of advanced process nodes globally. The report indicates that revenue for the first eight months of this year increased by 39.3% compared to the same period last year, suggesting that full-year revenue growth is likely to remain at a significant level, with market expectations for its annual performance outlook expected to be revised upward accordingly.
August revenue accelerates both month-on-month and year-on-year
Taiwan Semiconductor's consolidated revenue for August alone was approximately NT$514.8 billion, an increase of about NT$47.1 billion, or 10.1%, from July's approximately NT$467.6 billion; compared to approximately NT$335.8 billion in August 2025, this represents a substantial year-on-year increase of 53.3%.
The simultaneous acceleration in both month-on-month and year-on-year growth rates indicates that demand momentum remains on an upward trend at the end of the third quarter, with no signs of seasonal slowdown.
The report states that cumulative consolidated revenue for Taiwan Semiconductor from January to August 2026 was approximately NT$3.38687 trillion, a 39.3% increase from approximately NT$2.432 trillion in the same period of 2025.
In absolute terms, revenue for the first eight months increased by over NT$950 billion compared to the same period last year, representing a considerable scale. This cumulative growth rate also indicates that the company's full-year revenue growth trajectory remains overall robust, with the acceleration trend since the second quarter continuing into the third quarter.
Taiwan Semiconductor's Unprecedented Fab Expansion Still Falls Short of AI Demand
Taiwan Semiconductor recently stated that despite constructing new fabs at an unprecedented pace, capacity expansion continues to lag behind demand. Liu De-yin, Co-Chief Operating Officer of the company, stated this month that Taiwan Semiconductor is currently working to construct and equip approximately 20 fabs in Taiwan and overseas. By contrast, even during previous peak expansion periods, the company typically constructed only four or five new fabs simultaneously.
Liu De-yin noted that the current scale is nearly four to five times that of the past, and despite efforts to catch up, demand remains unmet. He also stated that since the end of last year, the company's demand for chip manufacturing equipment has nearly doubled.
Taiwan Semiconductor also needs to invest more capital in procuring upgraded equipment. The company recently reached an agreement with ASML Holding to adopt the Dutch company's high-numerical-aperture extreme ultraviolet (EUV) lithography equipment for mass production starting in 2030.