Overview
- TSMC reported record August revenue of NT$514.8 billion on Thursday, a 53.3% year‑on‑year gain and a 10.1% increase from July that marked a fourth consecutive month of growth.
- Company executives said AI-related demand is “extremely robust,” and research firm TrendForce reported that 3nm, 4nm and 5nm capacity was fully booked through the quarter.
- Year-to-date revenue through August reached roughly NT$3.38 trillion, up about 39.3% year‑on‑year, reinforcing stronger-than-expected demand that supports higher capex plans.
- TSMC is accelerating global fab builds and equipment orders while confirming plans to adopt ASML’s High NA lithography for volume production from 2030 to support more complex AI chips.
- The foundry’s roughly 72.5% market share in Q2 concentrates advanced-node supply for customers such as Nvidia which could keep prices higher and delivery times long until new capacity and tools come online.