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TSMC’s revenue rose 53.3% year-on-year in August to a fresh record high NT$514.81 billion (US$16.09B), the 4th consecutive monthly high amid robust global AI-related demand. The previous record was NT$467.58 billion in July. TSMC did not provide a US$ figure. The figure is based on its forex guidance for the 3rd quarter. 1/3 $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor 2/3 TSMC’s January through August revenue rose 39.3% year-on-year to NT$3.39 trillion, continuing to track near full-year guidance of “slightly above 40%” growth. $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor 3/3: The Taiwan Stock Exchange requires companies to file monthly revenue statements. The above US$ figures are based on TSMC’s foreign exchange rate guidance for the 3rd quarter: US$1 = NT$32.0 TSMC 3rd quarter revenue guide: US$44.6 billion - $45.8 billion New Taiwan dollar range (implied): NT$1.427 trillion - NT$1.465 trillion $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor