Taiwan Semiconductor Manufacturing Company (TSMC) announced strong September 2025 sales figures, which pushed its third-quarter sales above the company's own guidance, signaling robust and sustained demand for high-end artificial intelligence (AI) chips. Sales for September increased 31.4%, bringing the total for the quarter to NT$989.92 billion, surpassing the higher end of the company's forecast of NT$957 billion. The news has been received positively by the market, contributing to a significant rally in TSMC's stock price ahead of its official Q3 earnings report scheduled for October 16. Analysts view this performance as a strong indicator for the entire semiconductor industry, particularly for major TSMC customers like Nvidia and Broadcom, suggesting the AI-driven demand continues to accelerate. The market's confident reaction underscores TSMC's critical position in the AI hardware supply chain.