TSMC's monthly sales hit a record again on booming AI demand — good news for chip investors and a sign the AI buildout is still accelerating.

• TSMC's August revenue jumped 10% from July and 53% from a year ago, the fourth record month in a row.
• It is the first time monthly sales have crossed the NT$500 billion mark.
• AI and high-performance computing orders are driving it, with customers rushing to book advanced chipmaking capacity.
• Company president C.C. Wei says cloud providers are signalling demand even stronger than expected, stretching out to 2029 or 2030.
• TSMC expects third-quarter sales up 12% from the previous quarter, with fat profit margins in the mid-60s.

Outlook: If AI orders hold up, TSMC looks set to keep setting revenue records into the rest of the year.