TSMC August revenue up 53% YoY, pointing to a 3Q26 beat
TSMC reported August revenue growth of 53% year over year, following 45% in July, against prior guidance of 37% growth for 3Q26. Commentators note July and August historically represent about two-thirds of third-quarter revenue, implying a likely beat, while foundry industry revenue hit a record $53.49B with TSMC taking 72.5%.
Detected & updated continuously · Source: Nebula
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@R_and_Invest
$TSM had guided 37% growth YoY in revenues for 3Q26 but August revs +53% YoY (reported today) July +45% July&Aug are 2/3rd of 3Q revs historically. So $TSM is expected to post a solid beat on 3Q26 https://t.co/oYe3glMQEC
@R_and_Invest
This is insane. Previously Aug high was in 2022 when Semis bottomed a few months later. TSM grew 58%. Highest Aug growth was 2000 dot com growing 129%. Now wonder $TSM mang is not overbuilding. I bet you a lot of it was price increase & margin uplift
@TradexWhisperer
Every AI chip on earth pays rent to $TSM Foundry Industry just printed its biggest quarter ever. $53.49B across the top 10. +11.5% QoQ. TSMC took 72.5% of it. 5/4/3nm fully sold out on AI GPUs & XPUs. https://t.co/f7UnBZ7wT7
@AleaResearch
$SOXX The semiconductor ETF added 2.2% to $519.86, although Credo's 26.7% decline showed how little protection a sector label provides. TSMC's Sep 10 monthly-sales release measures the production reaching customers. Slower deliveries delay revenue, even with orders intact. https://t.co/lJUwDh0G7a