Overview
- TSMC reported record August revenue of NT$514.8 billion ($16.35 billion), a 53.3% year-on-year increase and a 10.1% rise from July, marking four straight months of monthly growth.
- Company executives and industry data say extremely strong demand for AI and high-performance computing chips has left TSMC’s 5‑, 4‑ and 3‑nanometer capacity fully booked.
- TSMC posted a greater than 77% year-on-year jump in second-quarter profit and gave third-quarter revenue guidance of $44.6 billion to $45.8 billion.
- The firm held about 72.5% of the global foundry market in Q2 while the top 10 foundries together recorded a near‑record $53.49 billion in quarterly revenue, reflecting concentrated demand for advanced processes.
- The result is accelerating investment: TSMC is expanding global fabs, increasing capex and collaborating with ASML to scale High NA lithography for volume production from 2030, a move that could tighten equipment supply and raise customer prices and wait times.