TSMC, the Taiwanese chipmaker that manufactures Apple’s iPhone and Mac processors, reported August 2026 revenue of NT$514.81 billion, up 10.1 percent from July and up 53.3 percent from a year earlier, according to the company’s own release. TSMC’s release does not break out revenue by customer and does not name Apple anywhere in it, so none of these figures say how much of the increase came from Apple’s orders specifically.
Key facts
| Item | Detail |
|---|---|
| August 2026 revenue | NT$514.81 billion |
| Change from July 2026 | +10.1% |
| Change from August 2025 | +53.3% |
| January to August 2026 cumulative | NT$3,386.87 billion |
| Cumulative change from a year earlier | +39.3% |
| Source | TSMC’s own release, September 10, 2026, also filed with the SEC |
What TSMC’s release says
TSMC published the figures on its own investor relations site on September 10, 2026, and filed a matching copy with the US Securities and Exchange Commission the same day. The release states August 2026 net revenue of NT$514.81 billion, describes the 10.1 percent rise from July and the 53.3 percent rise from August 2025, and gives cumulative January-through-August revenue of NT$3,386.87 billion, up 39.3 percent from the same period a year earlier. TSMC reports these figures monthly, ahead of its full quarterly results, so August’s number arrived more than a month before any full third-quarter earnings call.
Working from the same 10.1 percent month-over-month figure, July 2026 revenue calculates to roughly NT$467.6 billion, which would make August the first month this article has confirmed crossing NT$500 billion in TSMC’s fiscal 2026 reporting. That figure is this article’s own division, not a number printed in TSMC’s release, and earlier months in the year are not confirmed here one way or the other.
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How August compares with a year ago
TSMC’s release states the percentage changes but does not restate last year’s underlying totals in the same document. The figures below are this article’s own arithmetic, working backward from TSMC’s stated percentage changes, not numbers TSMC itself published for the earlier period.
| Period | Implied prior-year revenue (calculated) | Basis |
|---|---|---|
| August 2025 | Approximately NT$335.75 billion | Derived from the stated 53.3% year-over-year increase |
| January to August 2025 | Approximately NT$2,431.4 billion | Derived from the stated 39.3% cumulative year-over-year increase |
Why a chipmaker’s revenue is an Apple story
TSMC is the sole manufacturer of Apple’s custom silicon, a relationship both companies have publicly acknowledged for years, including the A20 Pro chip inside the iPhone 18 Pro that began shipping to pre-order customers this month. That relationship is why TSMC’s monthly revenue gets read as a signal about Apple’s supply chain, but it is a signal, not a statement: TSMC’s release covers every customer across every chip it fabricates, from smartphone processors to AI accelerators, and assigns none of the growth to any single customer.
Apple’s own September 9 event introduced the chip generation these numbers may partly reflect, and the A20 Pro explainer covers what that chip actually does; neither Apple page ties TSMC’s revenue to any specific product.
What TSMC’s release does not say
TSMC’s monthly figures do not break revenue down by customer, by chip type, or by end product, and the September 10 release does not mention Apple, the iPhone, or any other customer by name. TSMC also does not say in this release how much of August’s growth came from smartphone chips as opposed to the AI and data-center processors that have driven much of its recent growth industry-wide.
What Apple has not said
Apple has not commented on TSMC’s revenue report and does not disclose supplier-level order figures for any of its chip suppliers. Apple also has not confirmed what share of its own chip volume for iPhone 18 Pro, iPhone Duo, or upcoming Mac models moved through TSMC’s production lines in August specifically.
TSMC typically publishes its next monthly revenue figure in early October, covering September. Anyone tracking Apple’s supply chain through these reports should check TSMC’s own investor relations site directly when that figure lands, rather than assuming this month’s growth rate carries forward.
