TSMC reported a 53% increase in August revenue, signaling robust demand for AI chips amidst broader industry questions regarding the sustainability of corporate spending. Previously, the company advanced its production schedule, anticipating the release of 1.4nm chips a year ahead of its original target. This follows its current production of 2nm chips, such as Apple’s A20 Pro found in the new iPhone 18 Pro, Pro Max, and Duo models, a progression from last year's 3nm process. Earlier, TSMC joined ASML in an industry initiative to transition high-NA EUV lithography from current 6-inch photomasks to larger 12-inch masks, which aims to improve scanner productivity and eliminate some stitching constraints. This activity coincides with an unprecedented upswing in Taiwan's semiconductor industry, led by TSMC as the world's largest foundry, propelled by the artificial intelligence boom. Taiwan's economy grew 8.68% last year, with a projected expansion exceeding 11% this year, contributing to Taiwan surpassing South Korea in per capita gross domestic product for the first time in 22 years.
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