- TSMC September net revenue was NT$511.86 billion ($16.03 billion), up 54.6% from a year earlier and down 0.6% from August.
- TSMC extended its streak of record monthly revenue in September, fueled by strong demand for AI chips.
- TSMC counts Nvidia and Apple among its customers and is a major beneficiary of surging demand for advanced AI chips.
- In September, TSMC committed to using ASML's High NA extreme ultraviolet lithography machines, joining Samsung Electronics among customers adopting the technology.
- TSMC is scheduled to report Q3 earnings next week.
Quotes
“September net revenue came in at 511.86 billion New Taiwan dollars ($16.03 billion), up 54.6% from a year earlier”
“TSMC extended its streak of record monthly revenue in September, fueled by strong demand for AI chips.”