Chips & Supply · Asia-Pacific

TSMC’s September sales surge year-over-year as AI drives chip demand

Credited to CNBC · cnbc.com · 6h ago

CHINA - 2026/09/25: In this photo illustration, the TSMC logo is seen displayed on a tablet screen. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Sopa Images | Lightrocket | Getty Images

The world's largest contract chipmaker Taiwan Semiconductor Manufacturing Co posted revenue of $511.86 billion New Taiwan dollars ($16.03 billion) for September, up 54.6% on the year prior, but down 0.6% on August.

Its third quarter revenue came around $NT1.49 trillion.

The company closed 1.35% lower ahead of releasing monthly figures.

TSMC, which counts Nvidia and Apple among its customers, has been a major beneficiary of surging demand for advanced AI chips.

In September, TSMC committed to using ASML's High NA extreme ultraviolet lithography machines, a key technology for producing more advanced chips, joining Samsung Electronics among customers adopting the technology.

It is scheduled to report its third-quarter earnings next week.

Correction: The story has been updated to reflect that sales did not hit a record high in September.

Chips & SupplyAsia-Pacific

Hanmi wins rare Samsung order amid US$5 billion chip substrate expansion

Credited to DigiTimes$ · digitimes.com9h ago

Useful

South Korea's Hanmi Semiconductor has secured a KRW24.48 billion (approx. US$18.3 million) equipment order from Samsung Electro-Mechanics, a rare deal with a Samsung Group affiliate after years of limited business following a patent dispute. The contract comes a week after…

View the article · $DigiTimes

Front Method