TSMC Aug 2026
- $16.079B in USD, +10.8% M/M and +44.3% Y/Y; First $16B month; Strongest August M/M since 2022- Sixth consecutive monthly ATH, seventh in eight months in ‘26- 32 consecutive months of Y/Y growth; August annualized run-rate is $193B- The first 8 months of 26 $106.7B, +37.1%; Sep-Dec needs $64.7B (+45% Y/Y) to hit at least 40% y/y growth in CY26-+$1.566B, the second-largest ATH increment ever and 2x of June's +$769M- Jul+Aug $30.6B is already 92.5% of the entire 3Q25 ($33.1B) and > all of 2Q25 ($30.2B)Source: Sravan Kundojjala
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