Feature · 10 November 2026

Inside TSMC's filings: record sales, bigger bets and new partners

Month after month, the chipmaker's own disclosures show an expansion it is funding itself and sharing with partners.

September came within a whisker of a new high for TSMC. The chipmaker reported revenue of NT$511.9bn for September 2026, up 54.6% on a year earlier, and announced the figure on October 8, 2026. Only the NT$514.8bn it filed for August 2026 was higher in Taipei Ledger's data. ²

The money coming in is matched by money going out. Revenue for the year so far stands at NT$3.90tn, up 41.1% on the same months a year earlier. In mid-July, TSMC told investors it would spend between US$60bn and US$64bn on capital projects in 2026, up from the US$52bn to US$56bn it had pencilled in only three months before. Weeks later the board signed off on a capital budget of about US$29.44bn, meant, the company said, for advanced technology capacity and the construction of fabs. ⁵

A large share of that spending is headed for the United States. TSMC has pledged US$265bn for its Arizona plants, US$100bn of it committed in July. Demand, chairman and CEO C.C. Wei told the earnings conference, "is still far above our capability today to supply". He confirmed that TSMC had sent teams to Texas for evaluation, that the plan was still under deliberation, and that the company was in talks to join Elon Musk's "Terafab" project there. ⁷

Not every bet is TSMC's alone. On August 11, 2026, it signed a binding agreement with Sony Semiconductor Solutions to set up Advanced Vision Semiconductor Manufacturing Corporation in Koshi City, Kumamoto Prefecture, which will make image sensors for smartphones. Sony plans to put in about ¥465bn and be the sole controlling shareholder; TSMC's share is about ¥282bn in cash, paid in phases. Subject to regulatory approvals and other closing conditions, volume production is expected to start in 2029. ⁶ On Taipei Ledger's supply-chain map, the web is wider still: 45 companies link to TSMC through 47 approved, sourced connections.

Part of the bill is going to bond investors. On November 3, 2026, TSMC set terms for NT$14.8bn of corporate bonds, with the proceeds earmarked for green buildings and environmental spending. ¹

What comes next is already on the calendar. TSMC heads to a JPMorgan technology conference in Hong Kong on November 16–17, 2026, though it has said it will discuss only figures already disclosed. Then come the dividend dates: the board has approved a second-quarter cash dividend of NT$7 per share, with shares going ex-dividend on December 10, 2026 and payment on January 7, 2027. ¹⁵

Sources: 1. Taipei Ledger: company profile and announcements of the last 60 days (from MOPS filings) · 2. TSMC September 2026 Revenue Report|Taiwan Semiconductor Manufacturing Company Limited · 5. TSMC approves US$29.44 billion capital budget for expansion - Focus Taiwan · 6. Sony Semiconductor Solutions and TSMC Agreed to Establish Joint Venture for Next-Generation Image Se · 7. Giant Taiwanese chipmaker TSMC confirms it's in talks with Elon Musk to join 'Terafab' complex in Te