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Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a sharp rise in sales for August 2025, fueled by soaring demand for artificial intelligence chips. Revenue climbed 33.8% year-over-year to T$335.77 billion (US$11.09 billion), while sales for the January–August period surged 37.1% to T$2.43 trillion. Month-over-month, revenue rose 3.9%, signaling strong momentum heading into the third quarter.
The world’s largest contract chipmaker continues to benefit from the AI boom, as global tech giants pour billions into expanding data centers and advanced computing infrastructure. TSMC is a critical supplier to NVIDIA (NASDAQ:NVDA), the leading producer of AI processors, which recently projected continued robust demand for its chips.
Beyond server chips, TSMC also anticipates a rebound in consumer electronics demand, pointing to potential growth in smartphones, PCs, and other devices in the coming months. This broader recovery could further strengthen its financial performance in the second half of the year.
In the first six months of 2025, the company’s earnings reflected outsized growth, underpinned by AI-related chip orders. Analysts expect TSMC to post a solid third quarter, supported by both hyperscaler investments and a recovering electronics sector.
However, geopolitical risks remain a challenge. The U.S. recently revoked TSMC’s license to ship certain chipmaking equipment to its Chinese facilities, a move that could restrict future business in mainland China. With Washington tightening restrictions on advanced chip technology exports, TSMC faces potential hurdles in navigating U.S.-China trade tensions.
Despite these risks, TSMC’s dominant role in the semiconductor supply chain, particularly in AI chip production, positions it as a key beneficiary of the ongoing artificial intelligence boom.
