Taiwan Semiconductor Manufacturing stock reports 53.30 percent growth

Taiwan Semiconductor Manufacturing (ISIN US8740391003) was trading at EUR 401.00 at Lang & Schwarz on September 30, 2026, at 11:42 a.m. CEST, minus 0.62 percent versus the prior close of EUR 403.50. The chip foundry reported August revenue of NT$514.81 billion, up 53.30 percent from August 2025.

August sales reset the quarter

According to FinanceFeeds on September 23, 2026, August revenue rose 10.10 percent from July and January through August revenue reached NT$3,386.87 billion, up 39.30 percent year over year. August was the first month above NT$500.00 billion, giving the company a larger base before the September report.

TSMC guided third-quarter revenue to USD 44.60 billion to USD 45.80 billion and gross margin to 65.00 percent to 67.00 percent in its July update. July and August together totaled NT$982.39 billion, so September needs NT$483.20 billion to reach the top of the guidance range, which is 6.10 percent below August.

Margins meet the 2nm investment bill

The operating picture is improving, but the next process generation raises execution demands. FinanceFeeds reported that second-quarter gross margin reached 67.70 percent, compared with 58.60 percent a year earlier, while operating margin reached 60.30 percent.

That combination gives investors a measurable test for the next report: TSMC must preserve premium-node pricing while funding 2nm production and overseas fabs. The guidance range and margin target therefore matter more than August revenue alone.

Stifel keeps USD 515.00 target

On September 11, 2026, Price Target reported that Stifel analyst Sahej Singh reiterated a Buy rating and a USD 515.00 price target. The analyst cited August growth of 10.10 percent from July, while also pointing to the 2nm ramp and overseas-fab spending as margin factors.

The next scheduled checkpoint is third-quarter reporting. Crypto News reported on September 28, 2026, that September monthly sales are due on October 8 and third-quarter results on October 15. Those dates will show whether the August run rate converts into another guidance beat.

TSM stays below the target

At Lang & Schwarz, TSM was trading at EUR 401.00 on September 30, 2026, at 11:42 a.m. CEST, minus 0.62 percent against the prior close of EUR 403.50. The euro quotation remains the reference price for investors in Germany.

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