TSMC August Revenues Rise 53.3% Year Over Year on AI Chip Demand

EarningsIndustry Impact 4
โดย Zacks Investment Research·TW·Read original
Summary · why it matters

Taiwan Semiconductor Manufacturing Company, or TSMC, reported consolidated net revenues for August 2026 of approximately NT$514.81 billion, up 10.1% from July 2026 and 53.3% from August 2025. Cumulative revenues for January through August 2026 reached NT$3,386.87 billion, a 39.3% increase over the same period in 2025, as the company continued to benefit from strong demand for its leading-edge process technologies. High-performance computing remained TSMC's largest platform, at 66% of second-quarter 2026 revenues with 20% sequential growth, while Internet of Things, Digital Consumer Electronics and Automotive revenues rose 4%, 5% and 15%, respectively, from the prior quarter. Advanced nodes of 7-nanometer and below accounted for 77% of second-quarter wafer revenues, with 2-nanometer contributing 3% and 3-nanometer, 5-nanometer and 7-nanometer accounting for 30%, 33% and 11%. Management pointed to robust AI-related demand from cloud service providers and emerging Agentic AI CPU demand, with work underway across x86, ARM-based and RISC-V architectures. Separately, GlobalFoundries signed a long-term manufacturing agreement with Monolithic Power Systems for its Singapore 300mm facility and finalized a $375 million R&D award with the U.S. Department of Commerce's CHIPS Research and Development Office, while Qualcomm entered a multi-generation collaboration with Amazon on customized AI data-center silicon and optical connectivity up to 1.6T.

Impact on stocks 5

Semiconductors▲ · 4 stocks
Globalfoundries Inc
GFS
▲ PositiveDemandRegulationrelevance

GlobalFoundries signed a long-term manufacturing agreement with Monolithic Power Systems for its Singapore 300mm facility, a concrete customer deal.

Monolithic Power Systems Inc
MPWR
▲ PositiveDemandrelevance

Monolithic Power Systems signed a long-term manufacturing agreement with GlobalFoundries for its Singapore 300mm facility.

Qualcomm Incorporated
QCOM
▲ PositiveDemandrelevance

Qualcomm entered a multi-generation collaboration with Amazon on customized AI data-center silicon and optical connectivity up to 1.6T.

Artificial Intelligence▲ · 1 stocks

Theme Impact 6

Related news

▲

Tigress Financial Raises Intel Price Target to $145 on Terafab Partnership

Tigress Financial reiterated its Buy rating on Intel and raised its price target to $145 from $118 on September 15, citing the company's Terafab partnership with companies associated with Elon Musk, including SpaceX, Tesla, and xAI, as a strategic boost to its AI foundry ambitions. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence, robotics, autonomous vehicles, and other compute-intensive applications. Intel said in its second-quarter earnings report that it remains well positioned to pursue sustainable growth through advanced packaging and its wafer foundry network, pointing to momentum in Physical AI and robotics with more than 130 customers testing its Core Ultra Series 3 and Core Series 3 processors for edge AI and robotics applications. The partnership's commercial terms, production volumes, and potential revenue contribution have not been fully disclosed, and the principal risk is that it could strengthen Intel's strategic position in foundry manufacturing without generating meaningful financial returns for several years. According to the Insider Monkey database, 138 hedge funds held stakes in Intel at the end of the second quarter, up from 112 funds in the first quarter, with SoftBank Group Corp. and Coatue Management among the notable institutional holders at approximately $12.14 billion and $1.68 billion, respectively, while roughly 152.25 million Intel shares were sold short as of August 31, representing about 3.02% of the public float.
INTC ▲
Semiconductors ▲Artificial Intelligence Robotics & Physical AI
Insider Monkey·2hRead more →
▲2impact 4

Cramer Says Broadcom Has More Orders Than Almost Anyone But NVIDIA

Jim Cramer said Broadcom CEO Hock Tan told him demand for AI compute infrastructure remains extremely strong and durable, with the custom chip designer holding more orders than almost anybody other than Jensen Huang. Cramer's remarks on CNBC center on whether Broadcom can keep capturing custom AI chip orders, and the third quarter earnings released on September 2nd support the growth narrative, with revenue up 86%, AI semiconductor revenue up 221%, and fiscal year 2026 guidance implying 186% annual AI revenue growth. Tan reaffirmed that Broadcom could pull in $115 billion in annual AI chip sales in 2027 and $230 billion in 2028. Still, the fiscal fourth quarter guide left investors wanting more, with $34.8 billion in revenue missing analyst estimates of $35.03 billion and gross margin guided at 73%, a five point annual drop due to a higher mix of XPU sales. Estimates suggest 71% of Broadcom's fiscal 2027 and 2028 XPU deployment could rely on OpenAI and Anthropic, meaning a huge portion of orders might come from firms now calling for a slowdown in AI development. In Q2, 170 out of the 1,006 funds tracked by Insider Monkey held a stake in Broadcom, a slight drop from 163 out of 1,022 funds in Q1, with notable exits including Third Point and Two Sigma Advisors, and the stock trades at a forward P/E ratio of 18 versus NVIDIA's 23.42.
AVGONVDA
Artificial Intelligence ▲Semiconductors ▲
Insider Monkey·10hRead more →
8

Intel and SK Hynix Explore US Memory Chip Partnership as Shares Surge

Intel and SK Hynix are exploring partnership opportunities to manufacture memory chips in the United States, reportedly centered on Intel's long-delayed Ohio manufacturing complex, with possibilities ranging from SK Hynix leasing capacity to a broader joint venture involving cloud companies. No formal partnership has been announced, and SK Hynix stressed that no specific plans or arrangements have been finalized. Since reports of the potential partnership surfaced Wednesday, Intel shares have surged roughly 10%, while SK Hynix has climbed about 5%; SK Hynix stock has risen 20% since its U.S. Nasdaq debut in July, while Intel is up about 4% over the same period. Intel's turnaround is gaining traction independently, with Q2 revenue jumping 25% year over year to $16.1 billion, Data Center and AI revenue surging 59% to $6.3 billion, Intel Foundry revenue up 31%, and management guiding Q3 sales to $15.8-$16.8 billion, while the Zacks Consensus calls for fiscal 2026 revenue to rise nearly 18% and FY26 EPS to soar to $1.50 from $0.42 per share last year. SK Hynix reported record Q2 performance amid robust AI demand, began mass shipments of HBM4 with production expected to ramp through the second half of the year, and shipped samples of HBM4E, while the Zacks Consensus Estimate calls for FY26 revenue to soar over 250% to $240.09 billion and EPS to jump more than 500% to $25.69. Despite its AI-memory leadership, SK Hynix trades at a forward P/E multiple of 7X, while Intel trades at more than 100X forward earnings; SK Hynix carries a Zacks Rank #2 (Buy), while Intel holds a Zacks Rank #3 (Hold).
000660.KO ▲INTC ▲
Artificial Intelligence ▲Semiconductors ▲
Zacks Investment Research·15hRead more →
© 2026 MarketDXNews