Taiwan Semiconductor Manufacturing Co. reported record August revenue of NT$514.8 billion, approximately $16.35 billion, as demand for AI chips remained strong. Sales rose 53.3% from a year earlier and 10.1% from July, while revenue for the first eight months reached NT$3.387 trillion, up 39.3%. July revenue was NT$467.58 billion, and second-quarter net income rose 77.4% to NT$706.56 billion. TrendForce put TSMC's second-quarter global wafer foundry market share at 72.5%, with its 3nm, 4nm and 5nm capacity fully utilized. The company is constructing and equipping about 20 fabs in Taiwan and overseas and raised its 2026 capital-expenditure forecast to $60 billion to $64 billion. TSMC also plans to deploy ASML's High NA EUV technology for high-volume advanced-node production beginning in 2030, while investors assess potential margin pressure from 2nm production, overseas fabs and higher depreciation.