Key Takeaways
- Taiwan Semiconductor Manufacturing Co. reported September revenue of 330.98 billion New Taiwanese dollars, a 31.4% year-over-year increase.
- The company’s cumulative revenue for the first nine months of 2025 reached 2.76 trillion New Taiwanese dollars, marking a 36.4% growth from the previous year.
- TSM stock has surged over 54% year-to-date, driven by strong demand in the AI and high-performance computing sectors.
Financial Performance Overview
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) announced its consolidated net revenue for September 2025 reached 330.98 billion New Taiwanese dollars, reflecting a 31.4% increase from September 2024. Although revenue declined by 1.4% compared to August 2025, the results highlight sustained global demand for advanced semiconductor technologies, particularly in artificial intelligence (AI) and high-performance computing sectors.
The company’s year-to-date performance is impressive, with TSM stock rising more than 54%, significantly outpacing the 20% returns of the Nasdaq 100 index. Despite the month-over-month drop, cumulative revenue for the first nine months of 2025 shows a robust 36.4% increase from the same period in 2024, totaling 2.76 trillion New Taiwanese dollars.
The soaring revenue results underscore Taiwan Semiconductor’s strategic position within the global chip supply chain as it enhances production capabilities for 3-nanometer technology and prepares to launch next-generation 2-nanometer processes at its facilities in Taiwan and Arizona. This expansion is driven by increasing demand from major clients such as Apple and Nvidia.
Investor confidence in TSM’s future prospects surged recently, with the stock surpassing its 52-week high of $196.72. This momentum was bolstered by a significant announcement from Advanced Micro Devices (NASDAQ:AMD), which revealed a landmark deal with OpenAI for the supply of 6 gigawatts of Instinct GPUs starting in late 2026. AMD’s CFO, Jean Hu, projected this deal could generate “tens of billions of dollars in revenue,” reinforcing expectations for substantial chip demand throughout the AI supply chain, which directly benefits Taiwan Semiconductor.
As of the latest trading update, TSM shares were down 0.30% to $303.60 in premarket trading on Thursday.
The content above is a summary. For more details, see the source article.
