August 2025 Revenue: NT$323.2B, +25.8% YoY

Original: 2330 2025年8月月營收

Summary

TSMC posted August 2025 revenue of NT$323.2B (~US$10.4B), up 25.8% YoY and 22.6% MoM, signaling a sharp sequential acceleration. The double-digit MoM jump points to sustained AI/HPC demand pull-through, consistent with leading-edge and CoWoS-tied advanced packaging capacity ramps supporting HBM/accelerator builds.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at TSMC

Median +5d

+2.37%

Range

-4.98% to +6.12%

Positive outcomes

8/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$2,385	NT$2,405	+0.84%
May 17, 2026	NT$2,240	NT$2,285

Full Translation

TSMC (2330) reported August 2025 (ROC 114/08) monthly revenue of NT$323,165,707 thousand, or approximately NT$323.2 billion (~US$10.4 billion at ~NT$31/US$). Revenue increased 25.77% year-over-year versus August 2024 and rose 22.55% month-over-month versus July 2025, indicating a strong sequential step-up alongside continued double-digit annual growth. The combination of robust YoY and a sharp MoM rebound is consistent with AI accelerator and HPC-driven demand for advanced nodes (N3/N5) and CoWoS advanced packaging supporting HBM-equipped GPU/ASIC shipments.