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TSMC Third-Quarter Revenue Surges 50% on Booming AI Demand

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CNBC TV18•08-10-2026, 11:49
TSMC Third-Quarter Revenue Surges 50% on Booming AI Demand
- •TSMC reported a record third-quarter revenue of T$1.49 trillion, marking a 50% year-on-year increase and beating market forecasts.
- •The massive growth is driven by surging global demand for artificial intelligence applications.
- •Revenue for September alone jumped 54.6% compared to the same period last year, reaching T$511.86 billion.
- •The company is scheduled to report its full third-quarter earnings next Thursday to provide further updates and outlook.
Key Questions Answered
TSMC reported a record third-quarter revenue of T$1.49 trillion ($46.71 billion), marking a 50% increase from the year-earlier period driven by strong demand for artificial intelligence applications.
TSMC is scheduled to report its detailed third-quarter earnings next Thursday, during which it will also update its outlook and plans for the remainder of the year.
For the month of September alone, TSMC reported that its revenue rose by 54.6% year-on-year to reach T$511.86 billion.





