---
title: "TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge"
description: "Taiwan Semiconductor Manufacturing Company (TSMC) reported a record 39.1% increase in third-quarter profit, driven by strong demand for AI chips. Revenue reached NT$989.92 billion, surpassing estimate"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/261371583.md"
published_at: "2025-10-16T05:43:27.000Z"
---

# TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge

> Taiwan Semiconductor Manufacturing Company (TSMC) reported a record 39.1% increase in third-quarter profit, driven by strong demand for AI chips. Revenue reached NT$989.92 billion, surpassing estimates of NT$977.46 billion. TSMC's high-performance computing division, which includes AI and 5G applications, significantly contributed to sales. Advanced chips, 7-nanometer or smaller, accounted for 74% of total wafer revenue, highlighting TSMC's role in the AI megatrend as it manufactures processors for major clients like Nvidia and Apple.

The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025.

Ann Wang | Reuters

Taiwan Semiconductor Manufacturing Company on Thursday reported a 39.1% increase in third-quarter profit from last year, hitting a fresh record as demand for artificial intelligence chips stayed strong.

Here are the company's results versus LSEG SmartEstimates:

-   Revenue: NT$989.92 billion new Taiwan dollars, vs. NT$977.46 billion expected
-   Net income: NT$452.3 billion, vs. NT$417.69 billion

TSMC's revenue in the September quarter rose 30.3% from a year ago to NT$989.92 billion, beating estimates.

TSMC's high-performance computing division, which encompasses artificial intelligence and 5G applications, drove third-quarter sales.

As Asia's largest technology company by market capitalization, TSMC has benefited from the artificial-intelligence megatrend as it manufactures advanced AI processors for clients, including Nvidia and Apple.

TSMC said advanced chips, with sizes 7-nanometer or smaller, accounted for 74% of TSMC's total wafer revenue in the quarter.

In semiconductor technology, smaller nanometer sizes signify more compact transistor designs, which lead to greater processing power and efficiency.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.