TSMC $TSMC Revenue Jumps 51% — Another Sign the AI Boom Isn't Slowing

TSMC $TSMC Revenue Jumps 51% — Another Sign the AI Boom Isn't Slowing

TSMC, the world's largest chipmaker, reported September 2026 revenue of roughly $16.5 billion, up 54.6% year-over-year. For the full third quarter (July-September), revenue hit about $48.2 billion, up roughly 51%.

The takeaway: TSMC's two biggest customers are NVIDIA — whose GPUs power the data centers behind today's AI workloads — and Apple, which relies on TSMC to manufacture every iPhone chip. Strong TSMC revenue growth signals NVIDIA's GPU demand remains robust as Big Tech keeps building data centers, while rising iPhone sales also directly lift TSMC's results. How much the new iPhone 18 and iPhone Duo launches boost revenue further will show up in TSMC's Q4 earnings.