TSMC’s September Sales Hit NT$511.9 Billion, Up 54.6%…
By Abdelaziz Fathi
AI summary of the source article
TSMC generated NT$511.86 billion in September revenue, a 0.6% sequential decrease from August's record NT$514.81 billion and a 54.6% increase compared to September 2025. This brought third-quarter revenue to approximately NT$1.494 trillion, up roughly 17.6% from the second quarter and exceeding the high end of its original NT$32-per-dollar implied guidance range. For January through September, TSMC reached NT$3.899 trillion in revenue, up 41.1% year-on-year. Despite the strong sales run rate supported by AI chip demand from customers like Nvidia, AMD, and Apple, TSMC's shares dipped slightly in Taiwan and U.S. trading ahead of its October 15 earnings report.
Why it matters
TSMC's monthly sales act as a high-frequency demand signal for AI infrastructure and advanced semiconductor markets. The figures indicate that hardware demand remains near record levels ahead of the company's full Q3 earnings release.
Key facts
- September revenue reached NT$511.86 billion, bringing total Q3 revenue to approximately NT$1.494 trillion.
- Year-on-year revenue growth in September was 54.6%, contributing to nine-month revenue of NT$3.899 trillion.
- TSMC's quarterly revenue tracked about 2% above the top of its US$44.6 billion to US$45.8 billion guidance translated at NT$32 per dollar.