TSMC September Monthly & 3Q26
- Sep revenue up 0.3% M/M and 48.1% Y/Y to $16.133B- First 9 months of revenue > total CY25 revenue- 7th straight all-time high and the 8th of 9 months in 2026- Sep has averaged -1.3% M/M over 2021-25; so this beat 3 of the last 5 Sep- 33 straight months of Y/Y growth (since Jan ’24)- Sep was 34.5% of the quarter, the highest share since 2021Source: Sravan Kundojjala
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