Taiwan Semiconductor Manufacturing Company (TSMC) reported a major TSMC revenue surge in the third quarter, hitting a record NT$990 billion (US$32.44 billion). This marks the highest quarterly revenue in the company’s history. The strong results come amid soaring demand for artificial intelligence (AI) and high-performance computing chips. This surge underscores TSMC’s dominant position in the global semiconductor industry.
In September, TSMC’s revenue reached NT$331 billion. Although this was 1.4% lower than August, it was up 31.4% from the same month last year. For the first nine months of the year, TSMC’s cumulative revenue rose 36.4% year-on-year to NT$2.76 trillion. These figures reflect sustained growth driven by advances in technology and increasing chip demand worldwide.
TSMC had forecasted third-quarter revenue between NT$922.2 billion and NT$957 billion. This estimate was based on an exchange rate of NT$29 to the U.S. dollar. However, a more favorable currency rate helped the company surpass this target. TSMC will provide detailed earnings results and its fourth-quarter outlook at an upcoming online investor conference.
Looking ahead, analysts expect softer demand for smartphones and personal computers due to typical seasonal declines. Despite this, the AI and high-performance computing chip segments are expected to remain strong. These areas should continue driving the company’s expansion in the months ahead.
Market watchers are particularly interested in updates on TSMC’s 2-nanometer chip technology. The company’s plans for overseas expansion also remain under close scrutiny. These initiatives are key to maintaining TSMC’s competitive edge in a fast-evolving market.
Additionally, observers are watching how TSMC will handle current U.S. tariff policies. Potential collaboration with Intel and other major players also draws attention. These partnerships could influence TSMC’s strategic direction and global footprint.
Overall, the TSMC revenue surge highlights the company’s ability to capitalize on AI-driven market trends. It reinforces TSMC’s role as a leading semiconductor manufacturer. Investors and analysts alike will watch upcoming announcements closely. These will provide critical insight into TSMC’s growth prospects amid changing industry dynamics.
