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Barchart
Anushka Dutta

Taiwan Semi Revenue Keeps Surging. How to Play TSM Stock in September 2026.

The world’s largest semiconductor foundry, Taiwan Semiconductor (TSM), is experiencing swelling demand for its chips used in artificial intelligence (AI) operations. In August, Taiwan Semiconductor’s net revenue rose 53% year-over-year (YOY) and climbed 10% month-over-month to NT$514.81 billion. This marked the fourth-straight month the company reported a monthly revenue increase. From January to August, net revenue rose more than 39% YOY to NT$3.39 trillion.

Taiwan Semiconductor, also known as TSMC, is largely maintaining its industry-leading position in the chip foundry market. Its 5-nanometer, 4nm, and 3nm technology nodes remained fully booked in the most recent quarter, demonstrating robust demand. However, TSMC may also face headwinds next year in the form of price increases; Taiwan Semiconductor is reportedly looking to increase its chipmaking prices by up to 10% in 2027 to offset rising costs.

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