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Updated · CNBC · Oct 8TSMC Posts $16.03 Billion September Revenue, Up 54.6% on AI Chip Demand
3 articles · Updated · CNBC · Oct 8Summary
- $16.03 billion in September revenue lifted TSMC 54.6% from a year earlier, though sales slipped 0.6% from August.
- AI-chip demand has fueled the surge for the world's largest contract chipmaker, whose customers include Nvidia and Apple.
- NT$1.49 trillion in third-quarter revenue sets up TSMC's earnings report due next week, after the stock closed 1.35% lower before the monthly release.
- September also brought TSMC's commitment to ASML's High NA EUV machines, a next-generation tool for making more advanced chips.
Insights
As 2nm production aggressively ramps up in late 2026, could TSMC's massive $60 billion capital expenditure crush its profit margins? Can TSMC sustain its explosive growth, or will the severe 78-week advanced packaging bottleneck finally choke the AI boom? Will TSMC's delayed adoption of ASML's newest lithography machines cost them their semiconductor crown to early adopters like Intel?