TSMC’s September 2026 revenue came in at NT$511.9 billion, essentially flat month-over-month but up 54.6% year-over-year. Whether AI chip demand is the driver is an inference — the companywide number carries no segment breakdown. Hon Hai, UMC and MediaTek filings round out the picture.
TSMC’s August 2026 revenue of NT$514.8 billion rose 10.1% month over month and 53.3% year over year, leading a strong set of Taiwan monthly filings from Hon Hai, MediaTek, Delta and UMC.
TSMC reported July 2026 revenue of NT$467.6 billion, up 5.6% from June and 44.7% from a year earlier — ahead of its 37.0% year-to-date pace. Hon Hai, Delta and UMC also posted strong months, while MediaTek slid 16.4% from June.
Taiwan’s five largest tech exporters must disclose revenue every month — a disclosure rule almost no other major market imposes. Here’s how to read those filings, with TSMC, Hon Hai, Delta Electronics, MediaTek, and UMC’s June 2026 numbers as a worked example of what accelerating AI demand looks like in the data.
TSMC’s latest monthly revenue: NT$467.6bn in July 2026, up 44.7% year on year and 5.6% on the month. Updated after every filing, plus the next earnings date.