Taiwan Semiconductor Manufacturing Co. announced record monthly revenue for August, reporting $514.8 billion New Taiwan dollars, equivalent to $16.35 billion, representing a 53.3% increase from the prior year and a 10.1% rise from the previous month. The world’s largest contract chipmaker attributed the strong performance to sustained demand for chips used in artificial intelligence applications.
TSMC’s monthly revenue has increased for four consecutive months. The company’s stock declined 0.61% on Thursday preceding the revenue announcement. During its second-quarter earnings presentation in July, TSMC indicated that AI-related demand remained “extremely robust.” For the second quarter, the company reported profit growth exceeding 77% on a year-over-year basis and provided third-quarter revenue guidance ranging from $44.6 billion to $45.8 billion.
According to data released by TrendForce, TSMC maintained dominant positioning in the global foundry market with a 72.5% market share during the second quarter. The company’s advanced 5-, 4-, and 3-nanometer manufacturing capacity remained fully booked throughout the period, driven by demand for artificial intelligence server processors. Samsung Foundry held the second-largest market share at 5.9%, while China’s SMIC ranked third with 5.4%.
The combined revenue for the world’s top 10 foundries reached nearly $53.49 billion in the second quarter, supported by supply constraints affecting advanced processes utilized in artificial intelligence and high-performance computing applications. In a separate development, TSMC and Dutch chip equipment manufacturer ASML announced a collaborative initiative aimed at advancing the industry’s transition to next-generation chipmaking technology. TSMC indicated plans to deploy ASML’s High NA technology in large-scale manufacturing for advanced nodes beginning in 2030, with adoption expected to expand as artificial intelligence applications demand increasingly sophisticated transistor architectures.
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