AI

Taiwan’s chip boom: TSMC sales up 53 per cent in August

The race to develop artificial intelligence shows no sign of slowing down. TSMC’s deputy chief operating officer said: ‘Even though we have stepped up production, we are unable to keep up with demand.’

 AP

1' min read

Translated by AI
Versione italiana

1' min read

Translated by AI
Versione italiana

The relentless race for investment in artificial intelligence continues. Taiwan Semiconductor Manufacturing Co. recorded a 53.3 per cent increase in sales in August compared with the same month in 2025, whilst the company is struggling to meet the huge demand arising from the development of global artificial intelligence infrastructure.

Turnover in August reached 514.8 billion New Taiwan dollars (16.3 billion US dollars). On average, analysts forecast sales growth of 46.8 per cent for the current quarter.

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The leading chip manufacturer for Nvidia and Apple recently stated that it is unable to keep up with demand, despite building new factories at an unprecedented rate. The Taiwanese company is seeking to build and equip around 20 factories, both at home and abroad, whereas in the past it usually worked on four or five new plants at the same time: this was recently explained by Cliff Hou, TSMC’s deputy chief operating officer.

“At the moment, production rates have almost quadrupled or quintupled in an attempt to meet demand, yet we are still unable to keep up with it,” said Hou, adding that the company’s requirement for chip-making machinery has almost doubled since the end of last year. TSMC must also increase its spending on more advanced machinery.

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