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TSMC Q3 revenue jumps 30% on AI-fueled chip demand, beats forecasts

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TSMC, the world’s largest contract chipmaker, posted a 30% year-on-year surge in third-quarter revenue, driven by the global boom in artificial intelligence demand. The company’s performance outpaced analyst expectations, reaffirming its dominance in the semiconductor supply chain that powers AI leaders like Nvidia and Apple.

Revenue for the July–September period reached T$989.92 billion ($32.47 billion), surpassing the T$973.26 billion consensus estimate from 22 analysts compiled by LSEG SmartEstimate. The figure landed in the midpoint of TSMC’s July guidance of $31.8 billion–$33 billion, according to its previous earnings call.

The strong result underscores how AI-related chip demand is offsetting slower sales of consumer electronics such as smartphones and tablets. TSMC’s cutting-edge chips are essential for powering advanced AI systems and high-performance computing, both of which have fueled a new growth cycle for the company.

TSMC’s Taipei-listed shares have climbed 34% year-to-date, outpacing the broader Taiwan index’s 18.5% gain. Analysts expect the company’s October 16 earnings report to include a revised full-year outlook, likely reflecting continued AI-driven momentum.

The upbeat results mirror a wider surge across Taiwan’s tech sector: Foxconn, Nvidia’s largest server manufacturer, also posted record-high third-quarter revenue, signaling sustained strength in the AI hardware supply chain.

Apple Supplier Skyworks Solutions Forecasts Strong Q4 Results on Robust Chip Demand

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Skyworks Solutions (SWKS.O), a key Apple supplier, projected fourth-quarter revenue and profit above Wall Street estimates on Tuesday, driven by sustained demand for its analog chips despite economic uncertainties. The company’s shares rose about 10% in extended trading.

CEO Phil Brace highlighted positive momentum in mobile markets and steady demand across sectors including edge IoT, automotive, and data centers. Skyworks designs and manufactures analog and mixed-signal chips used widely in wireless communications, automotive, industrial, and consumer electronics.

For the fourth quarter, Skyworks expects revenue between $1 billion and $1.03 billion, significantly higher than analyst estimates of $887.4 million. Adjusted earnings per share are forecast at $1.40, outperforming expectations of 97 cents per share.

In the third quarter ended June 27, Skyworks reported revenue of $965 million, beating estimates of $940.9 million. However, profit per share declined to 70 cents from 75 cents a year earlier. The company also recently appointed Robert Schriesheim as interim finance chief after a change in leadership plans earlier this year.

Tower Semiconductor Forecasts Q2 Revenue Above Estimates on Wireless Chip Demand

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Tower Semiconductor (TSEM), the Israel-based contract chipmaker, forecast second-quarter revenue slightly above Wall Street expectations on Wednesday, buoyed by steady demand for wireless communication and power management chips.

The company, which specializes in analog and mixed-signal semiconductors, is seeing record growth in radio frequency (RF) infrastructure technologies, driven by expanding wireless and sensing applications—even as demand in automotive and industrial sectors remains uneven.

Key Forecast and Financial Highlights:

  • Q2 Revenue Guidance: $372 million (±5%), above analyst estimates of $371.3 million (LSEG)

  • Q1 Revenue: $358.2 million, in line with forecasts

  • Q1 Adjusted EPS: 45 cents, beating estimates of 38 cents

Growth Drivers

  • Strong demand for RF infrastructure chips used in wireless communication is a standout contributor to revenue.

  • Despite choppy conditions in the automotive and EV sectors, Tower is finding support in consumer electronics and industrial applications.

The company is also expanding production capacity at its Agrate, Italy facility, a move that increases short-term costs but is expected to bolster long-term output and growth potential.

Tower reaffirmed its full-year outlook for sequential revenue growth across quarters, signaling confidence in its product pipeline and end-market stability.

Market Reaction

Despite the strong performance and upbeat forecast, Tower’s U.S.-listed shares slipped about 1% in premarket trading, possibly due to broader market sentiment or cost concerns related to facility expansion.

Tower’s continued focus on analog and RF chip technologies—especially amid global interest in connectivity and power efficiency—positions it as a resilient player in a diversifying semiconductor landscape.