Taiwan's TSMC Posts Record August Revenue, Up 53.3% On-Year

Taiwan's TSMC, the world's largest contract chipmaker, has broken its monthly record for revenue once again last month.

TSMC announced on the 10th that its revenue for August reached 514.8 billion New Taiwan dollars (approx. 21.9 trillion won), representing a 53.3% increase compared to the same period last year.

This also marks a 10.1% increase from July (467.5 billion New Taiwan dollars / 19.9 trillion won), which held the previous monthly revenue record.

The year-on-year revenue growth rate became even steeper than July (44.7%).

Total revenue from January to August this year reached 3.3868 trillion New Taiwan dollars (approx. 144 trillion won), up 39.3% from the previous year.

Bloomberg explained that analysts are forecasting TSMC's revenue growth rate for the third quarter of this year to be 46.8%.

Bloomberg reported that TSMC "is struggling to meet overwhelming demand driven by the expansion of global artificial intelligence (AI) infrastructure," adding that "as a major chip manufacturer for Nvidia and Apple, TSMC has recently been building new plants at an unprecedented pace, but it is still failing to keep up with demand."

Reflecting confidence that the explosive growth in demand for AI semiconductors will continue into 2027 and beyond, TSMC upwardly revised its capital expenditure and revenue forecasts for this year in July.

TSMC projected that its capital expenditure this year will reach an all-time high of 60 billion to 64 billion dollars (approx. 80 trillion to 85.7 trillion won), with annual revenue expected to increase by more than 40% in U.S. dollar terms.

(Photo: Yonhap News)
※ Please note: This article was translated by AI and may contain errors.