---
title: "Taiwan Semiconductor's Growth Streak Continues As Apple And Nvidia Orders Pile Up"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/260417300.md"
description: "Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a consolidated net revenue of 330.98 billion New Taiwanese dollars for September 2025, marking a 31.4% year-over-year increase. Despite a slight month-over-month decline, cumulative revenue for the first nine months of 2025 rose 36.4% from 2024. The growth is driven by strong demand from clients like Apple and Nvidia, particularly in AI and high-performance computing. TSM's stock has surged over 54% year-to-date, reflecting investor confidence amid rising chip demand."
datetime: "2025-10-09T09:49:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/260417300.md)
  - [en](https://longbridge.com/en/news/260417300.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/260417300.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/260417300.md) | [繁體中文](https://longbridge.com/zh-HK/news/260417300.md)


# Taiwan Semiconductor's Growth Streak Continues As Apple And Nvidia Orders Pile Up

**Taiwan Semiconductor Manufacturing Co**. (NYSE:TSM) reported that its consolidated net revenue for September 2025 reached 330.98 billion New Taiwanese dollars, up 31.4% year-over-year. The revenue declined just 1.4% from August 2025.

The September results came amid sustained global demand for advanced semiconductor nodes, particularly in artificial intelligence and high-performance computing segments where the contract chipmaker holds a leading position.

Taiwan Semiconductor stock is up over 54% year-to-date, topping the **Nasdaq 100 index’s** 20% returns.

**_Also Read: Why This Investor Is Trimming His Largest Holding Taiwan Semiconductor_**

Despite the month-over-month decline, the company’s cumulative revenue for the first nine months of 2025 climbed 36.4% from the same period in 2024, totaling 2.76 trillion New Taiwanese dollars.

The sharp year-on-year growth reflects the chipmaker’s position in the global chip supply chain as it ramps up production of 3-nanometer and prepares for next-generation 2-nanometer technology at its fabs in Taiwan and Arizona.

The company’s consistent double-digit expansion also reflects increasing demand from major clients such as **Apple** (NASDAQ:AAPL) and **Nvidia** (NASDAQ:NVDA).

Taiwan Semiconductor surged past its 52-week high of $196.72 on Monday, as renewed momentum in AI fueled investor confidence.

The rally came after key client **Advanced Micro Devices** (NASDAQ:AMD) unveiled a landmark deal with **OpenAI** to supply up to 6 gigawatts of Instinct GPUs beginning in late 2026, a move expected to generate “tens of billions of dollars in revenue,” according to AMD CFO **Jean Hu**.

The announcement reinforced expectations of massive chip demand across the AI supply chain, benefiting Taiwan Semiconductor, which fabricates the most advanced processors for AMD and Nvidia.

**Price Action:** TSM stock was trading lower by 0.30% to $303.60 premarket at last check Thursday.

-   **_Broadcom Doubles AI Chip Bandwidth With New Tomahawk 6 Switch, Stock Gains Over 2%_**

_Photo by Jack Hong via Shutterstock_

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