ChipsThe story, in brief
TSMC's September sales jump more than 50% year over year
511.86 billion New Taiwan dollars. TSMC's September sales jumped 50% year-over-year, marking another record as AI infrastructure buildout shows no signs of cooling.
The KeyNews take
Why it matters
TSMC's record revenue growth signals sustained demand for advanced chip manufacturing from AI data-center buildout. The 50% YoY jump underscores that the compute infrastructure expansion is real, measurable, and accelerating—not a narrative.
The key facts
4 to knowTSMC September net revenue: 511.86 billion New Taiwan dollars
Year-over-year growth: more than 50%
Record sales in September 2026
Source: CNBC, published October 8, 2026
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: TSMC's September net revenue came in at 511.86 billion New Taiwan dollars