Home / News / TSM’s Record Sales Say AI Chips Are Booming. The Nvidia-AMD Fight Is Now About Who Keeps the Margin

TSM’s Record Sales Say AI Chips Are Booming. The Nvidia-AMD Fight Is Now About Who Keeps the Margin

NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor Manufacturing Company’s latest sales show one thing both companies agree on: demand for advanced silicon remains enormous. TSM reported September 10 that August revenue reached a record NT$514.81 billion, up 53.3% from a year earlier. Concerns that […]

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Indices· September 11, 2026 at 12:57 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor Manufacturing Company’s latest sales show one thing both companies agree on: demand for advanced silicon remains enormous. TSM reported September 10 that August revenue reached a record NT$514.81 billion, up 53.3% from a year earlier. Concerns that […]

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