TSMC

The chip factory the whole stack runs through took in NT$514.81bn in August

10 September 2026 · 5 min

TSMC's August revenue is approximately 53.3 percent above a year earlier, and it is the first TSMC figure on this site.

TSMC took in approximately NT$514.81bn in August, 53.3 percent more than a year earlier

10 September 2026 · L2 Silicon · approx NT$514.81bn · Confirmed

TSMC, the Taiwanese chip manufacturer, reported August revenue of approximately 514.81 billion Taiwan dollars in a filing with the US securities regulator. That is 10.1 percent more than in July and 53.3 percent more than in August 2025. Revenue for the first eight months of the year came to 3,386.87 billion Taiwan dollars, 39.3 percent above the same period last year. For an ordinary person nothing changes today; this is the monthly receipt of a chip factory, not a price anyone pays.

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Read the story: The chip factory the whole stack runs through took in NT$514.81bn in August · TSMC

The world's ten biggest contract chipmakers set a record quarter, and SMIC grows fastest of them

9 September 2026 · L2 Silicon · $53.49bn combined, +11.5% QoQ · Confirmed

TrendForce says the combined revenue of the world's ten biggest contract chipmakers, the companies that manufacture chips designed by other firms, rose 11.5 percent from the first quarter to nearly $53.49 billion in the second quarter of 2026, a record for the group. TSMC took 72.5 percent of that at $40.2 billion, up 12.1 percent. Samsung's foundry business ranked second at $3.26 billion, up 1.8 percent, with its share slipping to 5.9 percent. China's SMIC ranked third and grew fastest, up 20 percent to more than $3 billion, with its share edging up to 5.4 percent and narrowing the gap with Samsung. For an ordinary person nothing changes today; this is an industry researcher's tally of who makes chips for whom, not a price.

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TSMC

Taiwan exported US$82.4bn in August, its largest month on record and 41.0 percent above a year earlier

9 September 2026 · L2 Silicon · US$82.4bn · Reported

Taiwan sold more abroad in August than in any month on record, 82.4 billion dollars worth, 41.0 percent more than in the same month a year earlier. Electronic parts and information technology products together made up 79.3 percent of the total.

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TSMC

ASML and TSMC launch an industry push to make chipmaking photomasks bigger, targeting 2031

8 September 2026 · L2 Silicon · 12-inch pilot line by 2031 · Confirmed

ASML, which makes the machines that print circuits onto chips, and TSMC, the world's largest contract chipmaker, say they have formed an industry initiative to move photomasks, the stencils used in chipmaking, from today's 6-inch size to 12-inch. They are targeting a 12-inch pilot production line by 2031 and full readiness for advanced chip production by 2033, with TSMC saying it intends to start using the underlying High NA lithography machines in high volume manufacturing from 2030. A bigger photomask means each production step can pattern a larger area at once, which the companies say helps offset a throughput loss with High NA tools. For an ordinary person nothing changes today; this is a multi-year plan to keep chip factories efficient as chips get more complex.

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TSMC