TSMC just notched its highest monthly revenue ever, pulling in NT$514.8 billion ($16.35 billion) in August. That is a 53.3% jump from a year earlier and 10.1% above July, marking the fourth straight month of gains. The lift comes as appetite for AI application chips stays strong.
On its July second quarter call, the company said AI demand/) remained "extremely robust." TSMC reported second quarter profit rose more than 77% from a year earlier and projected third quarter revenue in a range of $44.6 billion to $45.8 billion.
TrendForce said Wednesday that TSMC dominated the foundry market in the second quarter with a 72.5% share. The researcher said orders for AI server processors kept TSMC's 5, 4, and 3 nanometer lines fully booked during the period. Samsung Foundry placed second with 5.9%, while China's SMIC had 5.4%. The firm also noted the top 10 foundries posted an all-time high of nearly $53.49 billion in second-quarter sales, as constrained capacity for cutting-edge nodes serving AI and high performance computing boosted results.
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TSMC and ASML announced a joint effort this week to speed the shift to next gen chipmaking. TSMC said it aims to introduce ASML's High NA technology into volume fab operations for advanced nodes beginning in 2030, and expects adoption to rise as AI workloads call for more complex transistor designs. TSMC's stock slipped 0.61% on Thursday before the revenue numbers were released. For everyday investors, the takeaway is simple: AI is not just a buzzword in earnings calls, it is shaping capacity, timelines, and who leads the pack in chips.
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