tsmc's august revenue jumps 30% fueled by ai boom

2025-09-10 tsmc

Taipei, Wednesday, 10 September 2025.
tsmc’s august revenue soared to NT$335.7 billion, a 30% increase year-over-year. This impressive growth marks the second-highest monthly revenue in tsmc’s history. Demand for advanced semiconductors is surging, particularly for high-performance computing and ai applications. tsmc’s dominance in the semiconductor market is further solidified by these figures. Analysts predict a positive impact on tsmc’s stock. The cumulative revenue for the first eight months of 2025 reached NT$2.431983 trillion, a 37.1% increase compared to last year.

stock market impact

The surge in revenue positively influenced tsmc’s stock, which reached a new intraday high of NT$1230 [1]. The taipex also experienced a boost, closing at a record high of 25,192.59 points, up by 337.41 points [1]. Tsmc’s closing stock price on the same day hit an all-time high of NT$1225, reflecting a 0.021 or 2.08% increase [7]. Market analysts are reacting favorably, with several firms revising their stock price targets upward [1].

factors driving growth

The increase in august revenue is attributed to strong ai demand and the stabilization of the new taiwan dollar against the us dollar, with an average exchange rate of 30.179 [3]. Tsmc chairman wei noted that customer behavior remains consistent, with robust demand for ai applications [1]. He anticipates continued revenue growth in the fourth quarter but remains attentive to external uncertainties, including tariffs [1]. Tsmc expects third-quarter revenue between $31.8 billion and $33 billion [2].

manufacturing capacity and market leadership

Tsmc’s dominant position in the global foundry market is evident, with a market share of 70.2% in the second quarter of 2025 [6]. The company’s revenue for the quarter exceeded $30 billion, setting a new record [6]. Approximately 75% of tsmc’s revenue comes from advanced processes below 7nm, with 3nm contributing a quarter of the total revenue [6]. This highlights the market’s strong reliance on tsmc’s cutting-edge technology and its proficiency in advanced packaging solutions [6].

geopolitical and competitive landscape

While tsmc solidifies its market leadership, samsung’s foundry business grew by 9% in the second quarter of 2025, but its market share remained at 7.2% [6]. This indicates a widening gap between tsmc and its closest competitor [6]. Simultaneously, smic faces challenges due to geopolitical factors and limitations in advanced process technology, leading to a decline in market share to 5.1% [6]. Furthermore, three engineers are under investigation for allegedly stealing core secrets related to the 2nm process, investigated under the National Security Act [3].

financial outlook and expert analysis

Tsmc anticipates approximately 30% revenue growth in us dollar terms for 2025, driven by strong demand for 3nm and 5nm technologies [4]. An analyst at techinsights commented that the robust august figures clearly demonstrate tsmc’s continued dominance in the high-end chip market [1]. The company’s third-quarter revenue is projected to increase by 3.774 or between 5.75% and 9.74% quarter-over-quarter, and by 14.448 or between 35.3% and 40.4% year-over-year [1]. Favorable exchange rates, with the new taiwan dollar weaker than tsmc’s initial estimates, are expected to further bolster revenue and gross margin [4].

Bronnen

tsmc revenue semiconductor growth