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Taiwan Semiconductor September Revenue Surges 53% and Can't Keep Up With Demand
AI server and smartphone orders kept advanced 5-, 4- and 3-nanometer capacity fully booked, analysts said.
- Taiwan Semiconductor Manufacturing reported record monthly revenue of 514.8 billion New Taiwan dollars for August, up 53.3% from the prior year.
- Strong demand for AI-related server processors kept TSMC's advanced 5-, 4- and 3-nanometer capacity fully booked, as monthly revenue has now risen for four straight months.
- TSMC maintained a 72.5% global foundry market share in the second quarter, according to TrendForce Wednesday data, significantly outpacing Samsung Foundry at 5.9% and China's SMIC at 5.4%.
- During the second-quarter earnings call, TSMC reported a more than 77% year-on-year profit jump and forecasted third-quarter revenue between $44.6 billion and $45.8 billion.
- Separately, TSMC and Dutch chip equipment giant ASML announced an initiative to advance next-generation chipmaking technology, with plans to deploy High technology for advanced nodes starting in 2030.
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Taiwan Semiconductor September Revenue Surges 53% and Can't Keep Up With Demand
August Revenue Snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM) posted August 2026 consolidated net revenue of NT$514.81 billion, roughly US$16.35 billion, up 53.3% from August 2025. To be precise on labeling: this is monthly revenue for August, disclosed in a 6-K filed September 10, 2026 under Taiwan Stock Exchange rules. It is a reported actual, and it […]
·Lakewood, United States
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The incessant race continues to invest in artificial intelligence. Taiwan semiconductor Manufacturing Co. recorded in August an increase of 53.3% in sales compared to the same month of 2025, while...
·Milan, Italy
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Coverage Details
Total News Sources38
Leaning Left3Leaning Right4Center8Last UpdatedBias Distribution53% Center
Bias Distribution
- 53% of the sources are Center
53% Center
L 20%
C 53%
R 27%
Factuality
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