Taiwan Semiconductor Manufacturing Co. (TSMC) reported record monthly revenue for August 2026, with consolidated sales reaching NT$514.806 billion, according to the company’s latest revenue report released on Sept. 10. The figure marked the first time TSMC’s monthly revenue has crossed the NT$500 billion threshold. The company said August revenue rose 10.1% from July 2026 and 53.3% from a year earlier. The report pointed to continued strength in the global semiconductor market and sustained demand tied to artificial intelligence and high-performance computing, with advanced process technologies and wafer foundry operations remaining the core drivers. For the first eight months of 2026, TSMC posted consolidated revenue of about NT$3.38687 trillion, up 39.3% from the same period last year. ABMedia said the figures provide an important reference point for assessing semiconductor industry conditions and corporate earnings capacity, while also noting that investors still need to watch macroeconomic variables, currency fluctuations and end-market demand.

Bitcoin News said in a post on X that publicly listed Bitcoin mining companies have been removing ASIC miners since January and leasing the related power capacity to AI tenants. The account estimated that AI/HPC contract value tied to the sector has already exceeded $70 billion. It also listed 10 public mining companies that are retrofitting their sites, alongside the share of mining machines each has actually migrated. The post points to a continued shift in how listed miners are using infrastructure originally built for Bitcoin mining, with site upgrades and power allocation now being directed toward AI and high-performance computing workloads.

Hantech (7856), described in the source report as the king of Taiwan’s emerging stock market, is set to open its public subscription from Sept. 10 to Sept. 14 ahead of a planned OTC listing later in September. The tentative underwriting price is NT$2,250 per share, which the report says would mark the highest IPO underwriting price ever seen in Taiwan’s stock market, surpassing Hongjin’s previous NT$1,495 record. Based on the company’s quoted same-day market price of NT$4,700 in the source article, the paper spread per lot comes to roughly NT$2.449 million, implying a return of about 109%. That headline figure has drawn market attention, but the article also lays out the practical threshold for participation: investors must prepare NT$2.25 million in subscription funds, plus a NT$20 handling fee and NT$50 postage fee. The report also reviews Hantech’s business profile and recent financial growth. It says the semiconductor testing company, part of the Hanmin Group, has expanded across probe cards and cleaning materials, testing equipment engineering services, and semiconductor equipment and customized products. Revenue, profit, gross margin and operating margin all rose sharply in the figures cited for 2023 through the first half of 2026. Even so, the source flags three risks before investors join the offering: price swings in the emerging market, uncertainty around winning allocation given the small public subscription tranche, and the possibility of sharp moves after listing.

Bitcoin’s August rebound has sharply lifted some of the mining sector’s weakest names, with Canaan, American Bitcoin and Cango posting gains of 41% to 67% as investors appeared to favor direct BTC exposure again. In its latest Miner Weekly newsletter, BlocksBridge Consulting said Bitcoin rose roughly 23% over the past week, outpacing most AI-related infrastructure stocks. By comparison, CoreWeave gained about 21%, Nebius rose 17% and IREN added 15%, while some miners with heavier exposure to artificial intelligence and high-performance computing were flat or declined. BlocksBridge attributed Bitcoin’s move to three drivers: the US Treasury Department’s Aug. 19 decision to at least double liquidity-support buybacks for longer-dated Treasury securities, a more optimistic regulatory tone after a White House meeting with crypto executives where President Donald Trump urged Congress to pass a “fair version” of the CLARITY Act, and a sharp short squeeze that liquidated more than $1.6 billion in crypto positions over 24 hours. The report also said publicly traded Bitcoin miners have spent roughly $15 on AI data centers for every $1 of AI-related revenue generated.

Bitcoin’s rebound in August has helped fuel a sharp rally in several previously lagging crypto mining stocks, according to a Cointelegraph report citing new research from BlocksBridge Consulting. The report said Bitcoin gained about 23% over the past week, outpacing most AI-related infrastructure names and helping shift market attention away from miners with stronger artificial intelligence and high-performance computing exposure. Shares of Canaan, American Bitcoin, and Cango rose between 41% and 67%, while CoreWeave gained about 21%, Nebius rose 17%, and IREN added 15%. BlocksBridge said some miners with heavier AI and HPC exposure were flat or lower during the same period. The firm pointed to three catalysts behind Bitcoin’s move: a U.S. Treasury announcement on Aug. 19 to at least double the scale of long-term Treasury liquidity support for buybacks, rising regulatory optimism after a White House meeting with crypto executives and Donald Trump’s call for Congress to pass the CLARITY Act, and a short squeeze following Bitcoin’s breakout that led to more than $1.6 billion in crypto liquidations over 24 hours. BlocksBridge also said public Bitcoin miners’ investment in AI data centers was about 15 times their AI-related revenue.

Bitcoin mining companies that have moved into artificial intelligence and high-performance computing are drawing richer valuations as pressure on mining economics continues. According to BlockBeats, falling bitcoin prices and weaker mining profitability have pushed more listed miners to look for steadier revenue streams through AI and HPC contracts. Over the past year, TerraWulf, IREN and Cipher Digital more than doubled in share price, while MARA Holdings, which shifted to AI later than peers, fell about 40% over the same period. Mining economics also deteriorated sharply: hashprice dropped from about $63 per PH/s in July last year to roughly $31.8 per PH/s, while Bitcoin network hashrate declined from 1.14 ZH/s to around 900 EH/s, a drop of about 21%. CoinShares said that, as of the first quarter of 2026, miners with AI/HPC contracts traded at an average enterprise value multiple of about 12.3x, compared with 5.9x for pure bitcoin miners. The industry had also signed roughly $70 billion in cumulative AI/HPC contracts. Riot Platforms added to that trend last week by signing a 20-year lease agreement with Anthropic valued at about $9.1 billion. CoinShares also said a recovery in pure bitcoin mining remains possible if bitcoin returns to its roughly $126,000 record high from last October.

Bitfarms is moving away from bitcoin mining after a $46 million Q3 2025 loss, redirecting capital and infrastructure toward AI-focused HPC services with a target completion date in Q4 2026.

Cango Inc. released a shareholder letter marking one year since pivoting to Bitcoin mining. It achieved 50 EH/s hash rate, $139.8M Q2 revenue, and over 6,400 BTC holdings, with plans to expand into energy and HPC.