TSMC's image sensor packaging unit VisEra is having a good stretch, with August sales hitting their highest level in nearly two years — a positive sign for the phone chip supply chain.

• August revenue rose 18% from a year earlier, the best month in almost 20 months.
• New high-end phone launches are driving orders for premium image sensors and light sensors.
• The product mix is shifting toward pricier chips, so profit margins should tick up in the second half.
• VisEra is also pushing into AI optical networking, already mass-producing lenses for 800G optical modules used in data centers.

Outlook: Third-quarter sales are expected to grow again, with next-generation 1.6T optical parts entering production by late 2026 and denser optical packaging targeted for 2027.