TSMC Sales Surge on AI

Taiwan Semiconductor Manufacturing Co. (TSMC) has reported a 34% increase in revenue for August, demonstrating the continued strong global demand for advanced AI chips. The company's sales for the month totalled NT$335.8 billion ($11.1 billion).

This growth is slightly lower than the 45% increase seen in July, but analysts still anticipate a 37% revenue increase for the third quarter. TSMC's leading position in the global foundry market, with a 70.2% share in Q2 2025, is further strengthened by the demand for AI semiconductors. TSMC is working to ramp up production to meet the challenges of shortened chip cycles and maintain high yield rates.

The company's success is tied to close collaboration with its local ecosystem, particularly in advanced packaging technologies. TSMC's dominance is expected to continue, driven by the increasing integration of AI into various products and devices.