Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a nearly 34% Y/Y jump in August revenue, underscoring continued strong demand for advanced AI chips.
The contract chipmaker, which supplies giants like Nvidia (NVDA) and Apple (AAPL), posted sales of NT$335.8 billion ($11.1 billion) for the month, an increase of 3.9% from July 2025. Analysts on average expect revenue to rise about 25% for the September quarter.
Revenue for January through August 2025 totaled NT$2,431.98 billion, an increase of 37.1% compared to the same period in 2024.
Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) are up 27% YTD.