Taiwan Semiconductor Manufacturing Co. announced record monthly revenue for August, posting $16.35 billion New Taiwan dollars equivalent, representing a 53.3% increase from the prior year and a 10.1% rise from July. The company’s shares declined 0.61% on Thursday preceding the revenue announcement.
The chipmaker’s monthly revenue has expanded for four consecutive months, driven primarily by sustained demand for semiconductors used in artificial intelligence applications. During an earlier earnings call in July, the company indicated that AI-related demand remained “extremely robust.” In the second quarter, the company reported profit growth exceeding 77% year-on-year and provided revenue guidance between $44.6 billion and $45.8 billion for the third quarter.
TSMC retained its position as the world’s largest contract chipmaker with 72.5% market share during the second quarter, according to data released by research firm TrendForce. Advanced semiconductor manufacturing capacity at the 5-, 4-, and 3-nanometer nodes remained fully booked throughout the quarter, supported by elevated demand for AI server processors. Samsung Foundry held the second position with 5.9% market share, while China’s SMIC captured 5.4%.
Industry-wide performance reflected similar momentum, with the top 10 foundry companies posting combined revenue near $53.49 billion in the second quarter. Supply constraints for advanced processes used in AI and high-performance computing applications contributed to industry-wide revenue gains. Separately, TSMC and Dutch equipment manufacturer ASML announced a collaborative initiative to advance the transition toward next-generation chipmaking technology, with TSMC planning to deploy ASML’s High NA technology for large-scale manufacturing starting in 2030.
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