September sales are in, the quarterly call is still ahead, and OCP opened rack designs
TSMC's 8 October filing put September 2026 consolidated net revenue at NT$511,857 million, down 0.6 percent from August's NT$514,806 million and up 54.6 percent from September 2025. January through September revenue was NT$3,898,727 million, up 41.1 percent from a year earlier. The investor calendar lists that 8 October monthly-sales release as a past event. The third-quarter earnings conference remains scheduled for 15 October 2026, from 14:00 to 15:30 Taipei time. The monthly filing reports revenue. Node mix and gross margin belong to that conference.
At the OCP Global Summit on 12 October, Nvidia said it contributed Vera Rubin rack and compute-tray designs to the Open Compute Project through MGX. The MGX 1.2 specification adds rack-scale blind-mate liquid cooling, a liquid-cooled 5,000A busbar, and support for rack deployments up to 250 kW. The same post says Meta is adopting Spectrum-6 Ethernet switches for Vera Rubin AI factories, and it names Cisco, Google, Meta, Microsoft, and Visionbay among partners making advances with Vera Rubin. That post is a design contribution and a networking adoption.
AMD's 12 October release introduces Helion, an open agentic-AI rack blueprint based on an OCP specification, with configurations planned for November 2026. One example is a CPU-only rack on 6th Gen EPYC processors that can support up to 32,768 cores. Another combines EPYC CPUs with Instinct MI350P GPUs. AMD says the configurations are still under development with partners and that it plans to contribute the Helion specification to OCP. The release describes Helion as building on the Helios rackscale approach. It names no Helios customer, ship date, or unit count. An HPE quote in the release refers to a recent customer agreement to deploy Helios and leaves that customer unnamed.
Who is ahead: TSMC printed September, Nvidia opened the Rubin rack, AMD added Helion
TSMC's foundry lead is unchanged by the monthly print. September was slightly below August and 54.6 percent above the year-earlier month. The quarterly report that would show node mix is the 15 October conference.
Nvidia's new public item is the open Vera Rubin rack design: an MGX path up to 250 kW, and Meta taking Spectrum-6 for Vera Rubin factories. The OCP post does not say a further cloud has put an NVL72 rack into production.
AMD's new public rack is Helion, a CPU-led agent system planned for November 2026, still under development with partners. ASML reported on 14 October third-quarter total net sales of EUR 11.7 billion, a 57.5 percent gross margin, and net income of EUR 5.0 billion. The results table lists EUR 11,662 million of sales, EUR 3,289 million of Installed Base Management sales, and EUR 4,960 million of net income. Those figures are from the GlobeNewswire text republished by Taiwan News. The ASML investor site blocked this run.
What decides 2027 and 2028: ASML says planned supply will not cover demand
Christophe Fouquet said customers are raising short- and medium-term equipment demand forecasts, driven mainly by their views of AI-related investment, and that some customers are interested in placing orders for 2029 and 2030. He said supply as currently planned for 2027 and 2028 will not fully meet that demand. ASML is investigating ways to increase 2028 capacity beyond the 30 percent increase it had already described. That is a capacity investigation. The release sets no new High NA high-volume date.
On accelerators, Helion configurations are planned for November 2026 and remain under development. Nvidia's OCP contribution gives builders an MGX path up to 250 kW. Neither document is a named production receipt for a full accelerator rack. ASML guides fourth-quarter sales to EUR 14.2 billion to EUR 15.2 billion, with a gross margin around 57 percent.
The money: September dipped from August, and ASML posted a record quarter
TSMC's September revenue of NT$511,857 million was 0.6 percent below August and 54.6 percent above September 2025. Year-to-date revenue of NT$3,898,727 million was up 41.1 percent. The 6-K is a monthly revenue report, including subsidiary guarantee balances. It is the input to the 15 October earnings conference, which is a separate event on the calendar.
ASML called the EUR 11.7 billion quarter a record, toward the high end of its guidance, with Installed Base Management sales above guidance at EUR 3.3 billion and a 57.5 percent gross margin. Full-year 2026 sales are expected at EUR 44 billion to EUR 45 billion, with a gross margin around 56 percent. The same release does not mention a South Korea spare-parts price increase. These pages do not change Dutch DUV servicing rules or any other export statute.
What to watch through 2028
Watch TSMC's third-quarter conference on 15 October 2026, then October monthly sales on 10 November 2026, for node mix and for how management reads September's slight dip from August. Watch whether Meta's Spectrum-6 plan and the MGX 1.2 contribution become named Vera Rubin production. Watch whether Helion configurations are available in November 2026, and whether a Helios deployment is named with a customer and a date. Watch whether ASML turns the 2028 capacity investigation into a committed tool plan. The fourth-quarter sales guide is EUR 14.2 billion to EUR 15.2 billion.
