TSMC reported a sharp jump in September sales, up more than 50% from the same month last year, according to CNBC. The record revenue reflects sustained demand for advanced AI chips, with the company counting Nvidia and Apple among its major customers. The strong monthly figure comes just ahead of TSMC's third-quarter earnings report, scheduled for next week.
The company also made a strategic technology move in September by committing to ASML's High NA extreme ultraviolet lithography machines. These tools are seen as critical for producing next-generation, more advanced chips. TSMC joins Samsung Electronics as a customer for this equipment, signaling that both leading foundries are preparing for the next stage of semiconductor manufacturing.
The report is based on a single source, so there are no conflicting accounts to compare. The key takeaway is that TSMC's growth remains tightly linked to the AI hardware cycle, and its investment in cutting-edge lithography suggests it expects that demand to continue.