#tsmcaugustrevenueup53.3%yoy Watch $TSM
between $436.04 support and $449 resistance: a sustained move above $449 would signal resumption of the longer-term uptrend.
TSMC’s August revenue reached NT$514.81bn, up 53.3% YoY and 10.1% MoM; January–August revenue rose 39.3% YoY to approximately NT$3
.39tn.
AI infrastructure demand continues to exceed available capacity, with 5nm, 4nm and 3nm production fully utilized for AI-server demand. TSMC is expanding roughly 20 fabs simultaneously—4–5x its historical pace—while chipmaking-tool requirements have nearly doubled since end-2025.
Q3 revenue guidance stands at US$44.6bn–US$45.8bn, with 2026 capex forecast at US$60bn–US$64bn. The next catalyst is September revenue and Q3 gross margin: the 2nm ramp and overseas-fab expansion support growth but increase dilution risk, particularly into Q4. A September revenue decline exceeding 6.1% would challenge the demand narrative.$ALICE $ANKR
between $436.04 support and $449 resistance: a sustained move above $449 would signal resumption of the longer-term uptrend.
TSMC’s August revenue reached NT$514.81bn, up 53.3% YoY and 10.1% MoM; January–August revenue rose 39.3% YoY to approximately NT$3
.39tn.
AI infrastructure demand continues to exceed available capacity, with 5nm, 4nm and 3nm production fully utilized for AI-server demand. TSMC is expanding roughly 20 fabs simultaneously—4–5x its historical pace—while chipmaking-tool requirements have nearly doubled since end-2025.
Q3 revenue guidance stands at US$44.6bn–US$45.8bn, with 2026 capex forecast at US$60bn–US$64bn. The next catalyst is September revenue and Q3 gross margin: the 2nm ramp and overseas-fab expansion support growth but increase dilution risk, particularly into Q4. A September revenue decline exceeding 6.1% would challenge the demand narrative.$ALICE $ANKR
