Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a nearly 31.4% Y/Y jump in September 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$330.98 billion (US$10.84 billion) for the month, a decrease of 1.4% from August 2025.
Revenue for July-September came in at NT$989.98 billion ($32.44 billion), according to calculations based on the company’s monthly releases (July sales: NT$323.2 billion and August sales: NT$335.8 billion), compared with NT$759.69 billion in the year-ago period, implying a growth of 30.3% Y/Y.
Analysts on average expect revenue of NT$962.8 billion, or US$31.52 billion, for the September quarter.
Revenue for January through September 2025 totaled NT$2,762.96 billion (US$90.53 billion), an increase of 36.4% compared to the same period in 2024.
The company will report full third-quarter earnings on October 16 and expects net revenue in the range of US$ 31.8-33.0 billion and a gross margin of 55.5%-57.5%.
Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) are up 54.2% YTD.