Running tracker. This page holds TSMC’s most recent monthly revenue filing, the twelve-month record behind it, and the date of the next disclosure. Taiwan-listed companies must publish the prior month’s sales by the 10th of the following month, so this page is refreshed after each filing and after each quarterly earnings conference. Latest data: the July 2026 filing.
TSMC’s latest monthly revenue
TSMC July 2026 revenue: NT$467.58bn, +44.69% year-over-year and +5.62% month-over-month. Cumulative revenue for the year is +37.01% year-over-year.
The fastest way to judge a single month is to set it against the year-to-date pace. July grew 44.69% year on year while cumulative 2026 revenue is running 37.01% ahead of the same stretch of 2025. The latest month is therefore outpacing the trend that preceded it, which is what pulls the cumulative figure higher. That gap is not proof of month-to-month acceleration — the two rates rest on different year-ago comparison bases — but it does show July beating the run rate of the first half.
The sequential axis points the same way: revenue rose 5.62% from June on top of the annual gain. For the fuller write-up of that month, including how Hon Hai, Delta Electronics, UMC and MediaTek filed alongside it, see TSMC July 2026 revenue outpaces its year-to-date trend.
The last twelve monthly filings
| Month | Revenue (NT$bn) | YoY | MoM | Cumulative YoY |
|---|---|---|---|---|
| 2026-07 | NT$467.58bn | +44.69% | +5.62% | +37.01% |
| 2026-06 | NT$442.68bn | +67.87% | +6.16% | +35.61% |
| 2026-05 | NT$416.98bn | +30.09% | +1.52% | +29.97% |
| 2026-04 | NT$410.73bn | +17.50% | -1.07% | +29.94% |
| 2026-03 | NT$415.19bn | +45.19% | +30.70% | +35.13% |
| 2026-02 | NT$317.66bn | +22.17% | -20.83% | +29.93% |
| 2026-01 | NT$401.26bn | +36.81% | +19.77% | +36.81% |
| 2025-12 | NT$335.00bn | +20.43% | -2.50% | +31.60% |
| 2025-11 | NT$343.61bn | +24.47% | -6.49% | +32.79% |
| 2025-10 | NT$367.47bn | +16.94% | +11.02% | +33.77% |
| 2025-09 | NT$330.98bn | +31.41% | -1.42% | +36.38% |
| 2025-08 | NT$335.77bn | +33.84% | +3.90% | +37.09% |
Three columns carry most of the information. Year-on-year growth is the cleanest demand read because it cancels seasonality. Month-on-month change is noisier — note the −20.83% in February 2026 and the +30.70% snap-back in March, which is calendar effect around Lunar New Year rather than a demand swing. Cumulative year-on-year is the trend line you compare each new month against.
Two features of the twelve months above are worth naming. July 2026’s NT$467.58 billion is the highest monthly figure in the series, and every month shown grew year on year — but the growth rate is anything but steady, ranging from +16.94% in October 2025 to +67.87% in June 2026. Much of that spread is the comparison base rather than the current month: June 2026’s headline +67.87% was measured against a June 2025 of NT$263.71 billion, a notably weak month. The cumulative column, which averages those base effects out, is the steadier trend read: it stood at +29.93% after February and +37.01% after July.
Why this data exists at all, where to pull it yourself, and the calendar and currency traps that trip up first-time readers are covered in Taiwan’s monthly revenue rule: why TSMC reports sales by the 10th. For a worked example that reads TSMC’s filing next to four other Taiwan bellwethers in the same month, see how to read Taiwan’s monthly revenue filings.
What the monthly prints already say about the quarter
Because three monthly filings cover a full quarter, Taiwan’s disclosure rule lets you assemble most of TSMC’s quarterly top line before the company presents it. The reconciliation is unusually tight. Summing the January, February and March 2026 filings gives NT$1,134.10 billion; TSMC’s official first-quarter release reported consolidated revenue of NT$1,134.1 billion. The monthly series is unaudited and filed on the company’s own cutoff, so it is not guaranteed to match — but in practice it lands close enough to be useful.
Applying the same arithmetic to the second quarter, the April, May and June filings sum to NT$1,270.38 billion. Management had guided second-quarter revenue to US$39.0–40.2 billion at an assumed rate of 31.7 New Taiwan dollars per US dollar, which converts to roughly NT$1,236–1,274 billion. The realised monthly total sits in the upper part of that band.
The third quarter is one filing old. July alone, at NT$467.58 billion, is already 47.2% of everything TSMC billed in the whole of the third quarter of 2025 (NT$989.92 billion, from the same monthly series). If August and September merely repeated July — arithmetic, not a forecast, and TSMC has given no such indication — the quarter would total about NT$1,402.7 billion, or 41.7% above the year-ago quarter. The August filing is the next input to that sum.
For the year so far, the same addition gives NT$2,404.48 billion across the first half and NT$2,872.06 billion for January through July. Those totals are the raw sum of the filings above; TSMC’s own cumulative percentage, the last column of the table, is the figure the company reports and the one to quote.
What monthly revenue cannot tell you
The monthly number is top-line revenue and nothing else: no gross margin, no product mix, no pricing, no capital spending, no profit. Those arrive only with the quarterly report, and they are usually what actually moves the stock.
The second-quarter 2026 conference on July 16 made the point plainly. The revenue line was effectively public beforehand, assembled from the April, May and June filings. What was not public was everything below it — and that is what the market traded on. TSMC reported a record second-quarter net profit, up 77% year on year, and the shares still fell 7.3% in Taipei the following session as attention turned to rising capital-expenditure plans and the cost of expanding fabs overseas. In August the company approved a further round of capital spending on advanced-node and advanced-packaging capacity.
Read the two data sets for different things, in other words. The monthly filing tells you how much silicon the world is paying for right now. The quarterly call tells you what that business is worth and what it costs to keep building it.
Next dates to watch
- August 2026 revenue — statutory filing deadline 10 September 2026, published on MOPS and the TWSE OpenAPI feed. This page updates from that filing.
- September 2026 revenue — statutory deadline 10 October 2026. It completes the third quarter, and it typically lands before the earnings conference, so the quarterly top line is knowable in advance again.
- Third-quarter 2026 earnings conference — expected in mid-October. TSMC had not published a confirmed date as of this update; the date will be added here once the company announces it, together with the guidance, margin and capex lines that the monthly series cannot supply.
- ADR holders — TSM trades in New York on the same calendar day as the Taipei conference, hours after the Taipei market has already reacted.
How this page is maintained
Figures in the block and the table above are pulled directly from TSMC’s own filings with the Taiwan Stock Exchange, via the TWSE OpenAPI and the Market Observation Post System (MOPS), and are refreshed after each monthly disclosure. Revenue is stated in New Taiwan dollars, unaudited, on a consolidated net basis, exactly as filed. Quarterly figures cited as official come from TSMC’s investor relations releases. Percentages are the ones in the filing itself, not recalculated by us, except where a sum or ratio is explicitly described above as our own arithmetic.
Sources
- Monthly revenue filings — TWSE OpenAPI / MOPS
- Quarterly results and guidance — official releases at TSMC Investor Relations
- Market and flow data — Taiwan Stock Exchange (our daily tracking)
Disclaimer: This is an information and analysis publication, not investment advice. See our Methodology for data sources, standards, and our corrections policy.