Taipei: Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated sales of NT$330.98 billion (US$10.3 billion) for September, down 1.4 percent from August but up 31.4 percent year-on-year, marking the third-highest monthly total in the company’s history, the company said Thursday.
According to Focus Taiwan, for the third quarter, the world’s largest contract chipmaker recorded revenue of NT$989.92 billion, up 6.01 percent from the previous quarter and a new quarterly record. TSMC had previously forecast third-quarter revenue between US$31.8 billion and US$33.0 billion, or NT$922.2 billion to NT$957.0 billion based on an assumed exchange rate of NT$29 to the U.S. dollar. Thanks to a stronger Taiwan dollar, actual results in local currency exceeded expectations.
Cumulative revenue for the first nine months of 2025 reached NT$2.763 trillion, representing a 36.4 percent increase from a year earlier, the company said in a statement. The company will hold an online investors’ conference on Oct. 16 to release its third-quarter financial results and outline its fourth-quarter outlook.
Analysts said that while demand for smartphones and PCs has entered the traditional off-season, continued strong demand for artificial intelligence (AI) and high-performance computing (HPC) applications should support TSMC’s revenue growth for the rest of the year. Investors will also be watching whether TSMC raises its full-year U.S.-dollar revenue growth forecast, along with updates on its 2-nanometer and other advanced processes, global expansion plans, the impact of tariffs and policy changes, and potential collaboration with Intel Corp.
