Sep 2025 Revenue: NT$335.8B, +33.8% YoY

Original: 2330 2025年9月月營收

Summary

TSMC reported September 2025 revenue of NT$335.8B (~US$10.5B), up 33.8% YoY and 3.9% MoM, reflecting continued strong demand for advanced-node AI accelerator and HPC silicon. The double-digit YoY acceleration alongside sequential growth signals sustained AI/HBM-adjacent capacity tightness heading into Q4.

Historical Impact

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

Median +5d

+1.54%

Range

-4.98% to +6.12%

Positive outcomes

7/10

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) September 2025 monthly revenue stood at NT$335,771,691 thousand, or approximately NT$335.77 billion (~US$10.5B at NT$32/USD). This represents a year-over-year increase of +33.84% versus September 2024, and a month-over-month increase of +3.90% versus August 2025. The continued sequential growth on top of a strong YoY base reflects ongoing pull-in of leading-edge (N3/N5) wafer demand from AI accelerator, HPC, and advanced packaging (CoWoS) customers. YTD cumulative revenue and prior-month/year-ago absolute figures were not provided in this filing snapshot.