TSMC booked September revenue of 511.86 billion New Taiwan dollars ($16.03 billion), up 54.6% year over year, on sustained demand for advanced AI chips. The figure slipped 0.6% from August.

The monthly number lifts third-quarter revenue to roughly 1.49 trillion New Taiwan dollars. TSMC will report full third-quarter earnings next week, and investors will scrutinize the release for detail on performance and growth prospects.

What does the High NA EUV commitment mean?

TSMC recently committed to using ASML's High NA EUV lithography technology. The move puts the company alongside Samsung in adopting the cutting-edge production method.

High NA EUV enables finer patterning at advanced nodes. Adoption by both leading-edge foundries signals where the next generation of AI silicon will be manufactured.

How is the stock trading?

TSMC's stock price stood at $472.17 as of Oct 08, 2026, 13:01 WIB — just under its 52-week high of $485.80.

• Market capitalization: $2.11 trillion
• One-day change: -0.01%
• Order flow on Pluang: 70% sell, 30% buy

The order mix points to cautious, slightly bearish sentiment despite the strong year-over-year sales growth. The stock has barely moved on the day.

Why does next week's earnings report matter?

The September print confirms the AI demand thesis in headline terms: a 54.6% annual gain is a steep acceleration for a company of TSMC's scale. But the flat month-over-month result and sell-heavy order flow suggest the market wants confirmation on margins, capacity, and forward guidance rather than revenue alone.

The quarterly report next week will provide those details. Until then, the 1.49 trillion New Taiwan dollar quarterly revenue total and the High NA EUV commitment frame the two questions investors are watching: can AI demand keep compounding, and how quickly will the new lithography tools translate into competitive advantage over Samsung?

The near-record share price, sitting 2.8% below its 52-week high at $485.80, leaves little room for disappointment.