The relentless race for investments in artificial intelligence continues. Taiwan Semiconductor Manufacturing Co. recorded a 53.3% increase in sales in August compared to the same month in 2025, while the company struggles to meet the huge demand arising from the development of global artificial intelligence infrastructures.
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August revenue reached 514.8 billion Taiwanese dollars (16.3 billion US dollars). On average, analysts expect sales growth of 46.8% for the current quarter.
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The chip manufacturer of reference for Nvidia and Apple recently stated that it is unable to keep up with demand, despite building new plants at an unprecedented pace. The Taiwanese company is trying to build and equip about 20 plants, both domestically and abroad, while in the past it usually worked on four or five new plants simultaneously: this was recently explained by Cliff Hou, TSMC’s deputy chief operating officer.
“At the moment, the pace has almost quadrupled or quintupled in an attempt to meet demand, yet it still cannot keep up,” Hou said, adding that the company’s need for chip production machinery has almost doubled since the end of last year. TSMC also needs to increase spending on more advanced machinery.
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