For those who've been sleeping under a cool, mossy rock for the last while, TSMC is the biggest semiconductor manufacturer in the world. You can imagine how well they've been doing as the AI industry races to build more and more data centres—but you also don't need to imagine because the official numbers are in, revealing that TSMC's revenue in August surged by a face-melting year-on-year increase of 53%.
TSMC's revenue for August alone totalled NT$514.806 billion, which is roughly $16.35 billion USD. Though this is the first time monthly revenue has broken the NT$500 billion sound barrier, it also marks the fourth consecutive month of record-breaking gains for the company. Between January to August 2026, TSMC made NT$3,386.87 billion (roughly $117 billion USD). This in itself is a 39.3% year-on-year increase.
CEO C.C. Wei said during the company's latest earnings call that "AI-related demand continues to be extremely robust. The AI megatrend continues to drive the need for more and more computation, which supports the r...
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