TSMC (TWSE: 2330) reports August 2026 monthly consolidated revenue above NTD 380 billion (+30% YoY, published September 10, 2026, confirmed by TSMC press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 27. August 2026
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Predicted for 10. September 2026
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Based on: Statistical Pattern
TSMC benefits massively from AI chip demand (NVIDIA, Apple, AMD, Google TPU). Growth rates in H1 2026 were ~30–36% YoY. NVIDIA's Q2 FY2027 record revenue of $96.2B (already confirmed) relies on TSMC for essentially all high-performance GPU production. Metaculus forecasts TSMC growth >25% YoY as baseline. The NTD 380B threshold is a conservative extrapolation of recent monthly revenues given sustained CoWoS/N3 capacity utilisation.
Data basis for this prediction
- NVIDIA Q2 FY2027 Earnings: Umsatz 96,2 Mrd. USD; TSMC als Hauptfertiger (fortune.com / stocktitan.net, 27.08.2026)
- TSMC Monthly Revenue Reports H1 2026: +30–36 % YoY (twse.com.tw / Bloomberg, Stand Q2 2026)
- Metaculus: TSMC 2026 Revenue Growth Forecast >25 % YoY (metaculus.com, Stand Aug 2026)
Verdict: Hit
[Vorzeitig entschieden] TSMC erzielte im August 2026 einen Umsatz von NT$514,8 Mrd. (+53,3 % YoY) – deutlich über 380 Mrd. NTD und +30 % YoY. Veröffentlicht am 10. September 2026. Quelle: CNBC, Focus Taiwan, Tribune India.
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