Taiwan Semiconductor Manufacturing Co. posted its highest monthly revenue on record in August, as appetite for chips powering artificial intelligence applications showed no sign of cooling. The world’s largest contract chipmaker brought in NT$514.8 billion, or about $16.35 billion, according to CNBC. That marked a 53.3% increase from the same month a year earlier and a 10.1% gain over July.
August was the fourth consecutive month of revenue growth for the Taiwanese company. Its shares closed 0.61% lower on Thursday in Taipei before the figures were released.
AI demand stays ‘extremely robust’
On TSMC’s second-quarter earnings call in July, management described AI-related demand as continuing to be “extremely robust.” The company reported second-quarter profit that climbed more than 77% from a year earlier and guided third-quarter revenue to a range of $44.6 billion to $45.8 billion.
The company’s grip on the global foundry market remains overwhelming. Research firm TrendForce said Wednesday that TSMC held a 72.5% market share in the second quarter. Samsung Foundry came in a distant second at 5.9%, followed by China’s SMIC at 5.4%. Demand tied to AI server processors kept TSMC’s advanced 5-, 4- and 3-nanometer production capacity fully booked through the quarter, TrendForce noted.
All told, the top 10 foundries generated record combined revenue of nearly $53.49 billion in the second quarter. Part of that stemmed from tight supply for advanced processes used in AI and high-performance computing chips.
A long runway into next-generation manufacturing
Alongside its revenue momentum, TSMC is making moves further out on the technology roadmap. This week the company and Dutch chip equipment maker ASML announced an effort to push the industry toward next-generation chipmaking technology. TSMC said it intends to use ASML’s High NA systems in large-scale production of advanced nodes beginning in 2030, with adoption expected to climb as AI workloads demand increasingly complex transistor architectures.
For now, the immediate picture is one of sustained scale. TSMC’s August result adds to evidence that spending on AI infrastructure — from server processors to the advanced nodes they depend on — continues to flow heavily through the company’s fabs, even as investors weigh how long the buildout can maintain its current pace.
Source: www.cnbc.com — https://www.cnbc.com/2026/09/10/tsmc-august-revenue-chip-ai.html
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