TSMC reported August revenue of NT$514.81 billion on September 10, up 53.3% from a year earlier and 10.1% from July, giving investors another measure of the rapid expansion in its chip-manufacturing business.
The Taiwanese company’s monthly sales release put revenue for January through August at NT$3,386.87 billion, an increase of 39.3% from the same period in 2025. The figures are in New Taiwan dollars.
The release reports company-wide sales. It does not break August revenue down by customer or product, identify how much came from artificial intelligence, or disclose monthly profit.
Why TSMC’s sales matter beyond Taiwan
TSMC is a semiconductor foundry: it manufactures chips designed by other companies. Its second-quarter results said it made products for 534 customers in 2025, illustrating the breadth of the business behind a single monthly revenue figure.
That position makes its sales useful for following spending across the chip supply chain. However, revenue measures the value of business recorded, not simply the number of chips produced. The mix of manufacturing technologies and the currency in which results are reported also matter.
Our coverage of Nvidia’s latest revenue growth examines the demand for AI computing from the chip supplier’s side. TSMC’s update provides a manufacturing perspective, although its monthly figures cannot be used to reconstruct any individual customer’s purchases.
A larger third quarter was already expected
In July, TSMC forecast third-quarter revenue of US$44.6 billion to US$45.8 billion, following US$40.20 billion in the second quarter. That is the company’s outlook for July through September, not a result confirmed by the August release.
The guidance is in US dollars, while monthly sales are reported in New Taiwan dollars. Comparing them requires attention to exchange rates and the remaining month of the quarter; placing the numbers side by side without that adjustment would be misleading.
Chief Financial Officer Wendell Huang said in the July earnings release that demand for leading-edge manufacturing processes was expected to support the third quarter, including a steep increase in production using TSMC’s 2-nanometer technology.
A manufacturing process is the set of techniques used to build a chip’s circuitry. Names such as 2 nanometers identify technology generations; they should not be read as the exact size of every component on a finished chip.
TSMC’s second-quarter presentation showed 2-nanometer production accounting for 3% of wafer revenue. The company also expected full-year revenue growth slightly above 40% in US-dollar terms. Neither figure is an August-specific result.
The equipment cycle stretches into the next decade
TSMC’s longer-term manufacturing plans were also in view this week. In a September 8 announcement with ASML, the companies outlined an industry initiative to develop larger photomasks, the patterned templates used in printing circuitry onto silicon wafers.
They are targeting a pilot line for 12-inch photomasks in 2031 and readiness for high-volume production using the enlarged format in 2033. These are development goals, not equipment already contributing to August sales.
The timescale illustrates a basic operational constraint: expanding advanced chipmaking involves coordinated work on production tools and materials, as well as orders from customers. A strong sales month cannot remove those development steps.
Sales leave the profit question open
For the second quarter, TSMC reported net income of NT$706.56 billion on revenue of NT$1,270.38 billion. That separate earnings disclosure included the costs and other items needed to assess profitability.
The August update contains no comparable monthly earnings calculation. September sales will complete the quarter’s monthly revenue picture; the next quarterly accounts will provide the fuller view of margins, investment and cash generation.
