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TSMC Posts Record Third-Quarter Revenue as AI Demand Surges
TSMC posted record Q3 revenue of T$1.49 trillion ($46.71B), up 50% year-on-year and beating the T$1.46T analyst estimate, driven by surging AI chip demand.
Why it matters
TSMC's record quarter is the clearest signal yet that demand for the chips powering AI workloads remains strong, even as warnings about an AI bubble and stretched memory supply pile up. The world's largest contract chipmaker, a key supplier to Nvidia and Apple, topped both its own guidance and analyst expectations.
Full report
TSMC reported on Thursday record third-quarter revenue of T$1.49 trillion ($46.71 billion), up 50% from the year-earlier period, beating the LSEG SmartEstimate of T$1.46 trillion drawn from 19 analysts.
Revenue for September alone rose 54.6% year-on-year to T$511.86 billion. The company had predicted in July that third-quarter revenue would come in between $44.6 billion and $45.8 billion.
The company gave no details or forward guidance in its brief revenue statement. It is scheduled to report full third-quarter earnings on October 15, where LSEG's SmartEstimate implies a 64% on-year rise in net profit to T$740.8 billion.
Taipei-listed shares closed down 1.35% on Thursday ahead of the release, in line with a broader market decline. Separately, Samsung Electronics on Thursday projected a nearly nine-fold jump in quarterly operating profit — topping 100 trillion won — on booming AI memory demand.
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