Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported that its consolidated web income for September 2025 reached 330.98 billion New Taiwanese {dollars}, up 31.4% year-over-year. The income declined simply 1.4% from August 2025.
The September outcomes got here amid sustained world demand for superior semiconductor nodes, significantly in synthetic intelligence and high-performance computing segments the place the contract chipmaker holds a number one place.
Taiwan Semiconductor inventory is up over 54% year-to-date, topping the Nasdaq 100 index’s 20% returns.
Additionally Learn: Why This Investor Is Trimming His Largest Holding Taiwan Semiconductor
Regardless of the month-over-month decline, the corporate’s cumulative income for the primary 9 months of 2025 climbed 36.4% from the identical interval in 2024, totaling 2.76 trillion New Taiwanese {dollars}.
The sharp year-on-year progress displays the chipmaker’s place within the world chip provide chain because it ramps up manufacturing of 3-nanometer and prepares for next-generation 2-nanometer know-how at its fabs in Taiwan and Arizona.
The corporate’s constant double-digit growth additionally displays growing demand from main shoppers corresponding to Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA).
Taiwan Semiconductor surged previous its 52-week excessive of $196.72 on Monday, as renewed momentum in AI fueled investor confidence.
The rally got here after key consumer Superior Micro Units (NASDAQ:AMD) unveiled a landmark take care of OpenAI to produce as much as 6 gigawatts of Intuition GPUs starting in late 2026, a transfer anticipated to generate “tens of billions of {dollars} in income,” in keeping with AMD CFO Jean Hu.
The announcement bolstered expectations of large chip demand throughout the AI provide chain, benefiting Taiwan Semiconductor, which fabricates the most superior processors for AMD and Nvidia.
Worth Motion: TSM inventory was buying and selling decrease by 0.30% to $303.60 premarket finally verify Thursday.
Learn Subsequent:
Picture by Jack Hong through Shutterstock
Market Information and Information dropped at you by Benzinga APIs
© 2025 Benzinga.com. Benzinga doesn’t present funding recommendation. All rights reserved.
Keep forward of the curve with NextBusiness 24. Discover extra tales, subscribe to our publication, and be part of our rising group at nextbusiness24.com
