Taiwan-listed companies must file monthly revenue with the exchange by the 10th of the following month — a disclosure cadence almost no other major market requires, and one that turns Taipei into a near-real-time gauge of global technology demand. The August 2026 filings are now in, and the headline number belongs, as usual, to TSMC: revenue of NT$514.8 billion, up 10.1% from July and 53.3% from August a year earlier. For anyone tracking the AI buildout through hard data rather than sentiment, there is no cleaner monthly pulse — and in August, the pulse quickened.
TSMC: Sequential Reacceleration on Top of 50%-Plus Growth
The most striking feature of TSMC’s print is not the year-over-year rate, impressive as 53.3% is. It is the combination of that rate with a double-digit sequential gain. A company growing above 50% year over year could coast on last year’s low base while monthly revenue flattens; instead, TSMC added 10.1% to its top line in a single month. Cumulative revenue for the first eight months of 2026 is running 39.3% ahead of the same period last year, which means the August yearly comparison — at 53.3% — is well above the year-to-date pace. Growth is not merely persisting; on this measure it is accelerating into the back half of the year.
Because TSMC manufactures the advanced chips at the heart of the AI infrastructure buildout, its monthly revenue is watched globally as an official, hard-data proxy for AI and semiconductor demand. On that reading, August’s filing points one way: whatever the debate about the sustainability of AI capital spending, the orders flowing through the world’s leading foundry got larger, not smaller, in August. TSMC’s 53.3% was also the fastest year-over-year growth among the five companies in our table below — the leading edge is outgrowing everything around it.
The Rest of the August Tape: Hon Hai, MediaTek, Delta, UMC
| Company (ticker) | Aug 2026 revenue (NT$B) | MoM | YoY | YTD cumulative YoY |
|---|---|---|---|---|
| TSMC (2330) | 514.8 | +10.1% | +53.3% | +39.3% |
| Hon Hai / Foxconn (2317) | 921.8 | -2.6% | +52.0% | +39.7% |
| Delta Electronics (2308) | 64.6 | -3.7% | +34.9% | +41.1% |
| MediaTek (2454) | 64.2 | +32.4% | +44.1% | +5.8% |
| UMC (2303) | 25.0 | +5.0% | +30.7% | +14.7% |
Hon Hai posted the largest absolute figure of the group at NT$921.8 billion. Revenue slipped 2.6% from July, but the yearly comparison — up 52.0% — sits almost exactly alongside TSMC’s, and cumulative revenue is 39.7% ahead of last year. The assembly and server end of the supply chain, in other words, is tracking the same demand wave as the chipmaking end.
MediaTek delivered the month’s biggest sequential move, up 32.4% from July to NT$64.2 billion, with year-over-year growth of 44.1%. The caveat is the cumulative line: year-to-date revenue is up only 5.8%, by far the slowest of the five. August was a very strong month in what has been an uneven year for the chip designer.
Delta Electronics reported NT$64.6 billion, down 3.7% on the month but up 34.9% on the year — and its 41.1% cumulative growth is the highest year-to-date rate in the table, ahead even of TSMC and Hon Hai. UMC came in at NT$25.0 billion, up 5.0% month over month and 30.7% year over year, with cumulative growth of 14.7%.
What the Divergences Say
Two gaps in the data are worth dwelling on. The first is between the leading edge and mature nodes: TSMC’s cumulative revenue is up 39.3% this year, UMC’s up 14.7%. Both foundries are growing at rates most industries would envy, but the spread suggests the demand surge remains concentrated in advanced manufacturing rather than lifting all of Taiwan’s foundry capacity equally.
The second is between monthly and cumulative growth at MediaTek — 44.1% versus 5.8%. A single month of monthly revenue data is inherently noisy, and one strong print does not establish a trend. But if September’s filing shows a similar yearly rate, the cumulative figure will begin closing the gap quickly, and the story of an uneven year would start to look like the story of a second-half turn.
What to Watch
Three things stand out from the August filings, all answerable with hard data within weeks under Taiwan’s disclosure rule:
1. September’s TSMC print. September revenue, due by October 10, completes the third quarter. The question the August data poses is whether the 53.3% yearly rate — running well above the 39.3% year-to-date pace — holds as the quarter closes.
2. Whether MediaTek’s surge repeats. The 38-point gap between MediaTek’s August yearly growth (44.1%) and its cumulative growth (5.8%) is the widest divergence in the group. One more month of data will show whether August was an inflection or an outlier.
3. Sequential softness at Hon Hai and Delta. Both posted month-over-month declines (-2.6% and -3.7%) despite yearly growth above 34%. Monthly figures are volatile, but a second consecutive sequential decline in September would be worth noting against the still-accelerating foundry numbers.
This article is for informational purposes only and does not constitute investment advice. All figures are drawn from official TWSE monthly revenue filings for August 2026.
Disclaimer: This is an information and analysis publication, not investment advice. See our Methodology for data sources, standards, and our corrections policy.