---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000177097.md"
description: "TSMC’s sales are expected to drop in the seasonally strong 4th quarter for the first time in 10-years as US tariffs hurt consumer devices like PCs, smartphones, media report, noting 40% of TSMC’s sales go to consumer markets, 60% are for AI and high-performance computing. The 3rd quarter this year will be the peak for TSMC sales. $Taiwan Semiconductor(TSM.US) #semiconductorsSource: Dan Nystedt"
datetime: "2025-08-04T00:57:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000177097.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000177097.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000177097.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# TSMC’s sales are expected to drop in the seasonall…


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