Abstract:
TSMC reported on Thursday that sales hit a record high in August, benefiting from continued strong demand for chips in artificial intelligence applications. The world's largest contract chip manufacturer achieved sales of NT$514.8 billion (approximately US$16.35 billion) last month, a year-on-year increase of 53.3% and a month-on-month increase of 10.1%.
This is the company's fourth consecutive month of monthly revenue growth.
In its second-quarter earnings conference call in July, TSMC said that market demand related to artificial intelligence continues to be "extremely strong."
TSMC previously reported that its second-quarter profits increased by more than 77% year-on-year and expected third-quarter revenue to be between US$44.6 billion and US$45.8 billion.
TSMC continued to maintain its dominant position in the global foundry market in the second quarter, with a market share of 72.5%, according to data released by TrendForce on Wednesday. The research institution pointed out that TSMC's advanced 5-nanometer, 4-nanometer and 3-nanometer process capacity were all operating at full capacity this quarter due to strong demand for AI server processors.
Samsung ranked second with a market share of 5.9%, followed by SMIC with 5.4%.
The world's top ten wafer fabs achieved record combined revenue of nearly $53.49 billion in the second quarter, in part due to limited supply of advanced processes used in artificial intelligence and high-performance computing processors.
In addition, TSMC and Dutch chip equipment giant ASML announced this week that they will jointly promote the industry's transformation to next-generation chip manufacturing technology.
TSMC stated that it plans to use ASML's high numerical aperture (High NA) technology for advanced process nodes in mass production from 2030, and as the demand for more complex transistor architectures for artificial intelligence applications increases, the popularity of this technology is expected to further increase.
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