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TSMC September sales hit another record as AI boom rolls on

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TSMC reported record September revenue of $16.03 billion, a 54.6% year-over-year increase driven by surging AI chip demand. This extends its streak of monthly revenue records. The company also committed to using ASML's High NA extreme ultraviolet lithography machines for advanced chip production. TSMC is scheduled to release third-quarter earnings next week.

CHINA - 2026/09/25: In this photo illustration, the TSMC logo is seen displayed on a tablet screen. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Sopa Images | Lightrocket | Getty Images

The world's largest contract chipmaker Taiwan Semiconductor Manufacturing Co. extended its historic run of monthly revenue records in September, adding to a banner year fueled by the global buildout of artificial intelligence infrastructure.

The Taiwanese chip giant posted revenue of $511.86 billion New Taiwan dollars ($16.03 billion) for September, up 54.6% on the year prior, but down 0.6% on August.

The company closed 1.35% lower ahead of releasing monthly figures.

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TSMC, which counts Nvidia and Apple among its customers, has been a major beneficiary of surging demand for advanced AI chips.

In September, TSMC committed to using ASML's High NA extreme ultraviolet lithography machines, a key technology for producing more advanced chips, joining Samsung Electronics among customers adopting the technology.

It is scheduled to report its third-quarter earnings next week.

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