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Asia Intelligence Brief — Thursday, September 10, 2026

Asia Intelligence Brief for September 10: TSMC posts a fourth straight record month with August revenue up 53.3 per cent, DeepSeek's STAR-market IPO

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Asia Intelligence Brief — Thursday, September 10, 2026

TSMC agosto US$16.4B (+53.3% YoY, 4° record); DeepSeek US$75B IPO Shanghai; Washington forza scelta AI vs Cina. Supply chip rimane critica fino a 2028, competizione AI cinese accelera al pubblico, procurement modelli AI richiede decisione geopolitica.

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qz.com2 g fa

TSMC August 2026 revenue hits record high on AI chip demand

TSMC reported August revenue of $16.35 billion (+53.3% YoY), marking fourth monthly gain on AI chip demand. The company controls 72.5% foundry market share with advanced nodes at full capacity, signaling sustained AI infrastructure investment.

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Timeline cronologica

giovedì 10 settembre 2026·cnbc.com
World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high
TSMC reported monthly sales revenue for August on Thursday.
giovedì 10 settembre 2026·benzinga.com
TSMC August Revenue Surges 53% as AI Chip Demand Powers Record Sales
TSMC August revenue hit a record $16.35 billion, surging 53% year over year as AI chip demand drives growth.

Asia Intelligence Brief — Thursday, September 10, 2026

Confronto fonti

Asia Intelligence Brief — Thursday, September 10, 2026

TSMC August 2026 revenue hits record high on AI chip demand

Timeline cronologica

World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high

TSMC August Revenue Surges 53% as AI Chip Demand Powers Record Sales

World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high

AI Demand Keeps Breaking Records at Taiwan Semiconductor - Taiwan Semiconductor (NYSE:TSM)

TSMC August 2026 revenue hits record high on AI chip demand

Asia Intelligence Brief — Thursday, September 10, 2026

AI Demand Keeps Breaking Records at Taiwan Semiconductor - Taiwan Semiconductor (NYSE:TSM)

Asia Intelligence Brief — Friday, September 11, 2026