Taiwan Semiconductor Manufacturing Co. announced record monthly revenue for August, posting $514.8 billion New Taiwan dollars, equivalent to $16.35 billion, representing a substantial increase from the prior year. The growth reflected continued strength in demand for chips utilized in artificial intelligence applications, with the company’s revenue climbing 53.3% compared to the same month the previous year and 10.1% sequentially from July.
The company’s monthly revenue trajectory extended a four-month streak of consecutive gains. TSMC shares declined 0.61% on the trading day of the announcement. During its second-quarter earnings presentation in July, the company had indicated that artificial intelligence-related demand remained “extremely robust,” with second-quarter profitability rising more than 77% year-on-year. Management provided third-quarter revenue guidance between $44.6 billion and $45.8 billion.
TSMC maintained commanding market position within the global foundry sector, capturing a 72.5% market share during the second quarter according to data released by TrendForce. The company’s advanced manufacturing capacity at 5-, 4-, and 3-nanometer nodes operated at full utilization during the period, supported by sustained demand for artificial intelligence server processors. Samsung Foundry held second position with 5.9% market share, trailed by China’s SMIC at 5.4%.
The top 10 foundry operators globally achieved combined record revenue approaching $53.49 billion during the second quarter, driven partially by supply constraints affecting advanced processing capabilities used in artificial intelligence and high-performance computing applications. In separate developments, TSMC and Dutch equipment manufacturer ASML announced a collaborative initiative targeting advancement of next-generation chipmaking technology, with TSMC planning implementation of ASML’s High NA technology in large-scale manufacturing operations beginning in 2030.
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