# AI and 5G demand driving tech sector growth > Live situation record from CLSTR: https://clstr.news/situations/ai-and-5g-demand-driving-tech-sector-growth > Updated: 2026-09-10T13:17:21.000Z. Sources: 12. Developments: 4. The expansion of AI infrastructure and 5G demand continues to drive record growth across the technology and semiconductor sectors in Taiwan and the United States. In August, TSMC reported record revenue of approximately $16.35 billion USD, a 53.3% year-on-year increase, marking its fourth consecutive month of growth. Driven by sustained demand for AI chips that has kept foundries at full utilization, TSMC raised its 2026 annual capital expenditure forecast to a record range of $60 billion to $64 billion. The company also provided third-quarter revenue guidance between US$44.6 billion and US$45.8 billion. To advance next-generation manufacturing, TSMC and ASML are collaborating to target mass production using High NA technology starting in 2030. Taiwan’s broader export sector reached a record $82.4 billion in August, a 41% year-on-year increase, fueled by high-performance computing and cloud services. This momentum is reflected in the corporate sector: Wistron reported record August revenue of 460.065 billion TWD, a year-on-year increase of over 100%, and approved a $209 million investment to expand server production in the United States and Vietnam. Additionally, PCB manufacturers Unimicron and Gold Circuit Electronics reported record monthly revenues exceeding 10 billion TWD. Specialized suppliers also reported strong results. JADE Tech (家登) saw a 49.94% revenue increase to NT$840 million, while Hongsue (弘塑) rose 43.35% to NT$681 million due to advanced packaging demand. Dongpu Precision (東浦精密) reported a 79.8% increase, and 榮惠-KY saw revenue surge 84.99% to 2.42 billion TWD, bolstered by shipping 1,000 Cooling Distribution Units in a single month. ## Claims - TSMC recorded August revenue of 16.35 billion USD, a 53.3% increase year-on-year. (corroborated by 2 sources) - TSMC's August revenue represents its fourth consecutive month of growth. (corroborated by 2 sources) - TSMC held a 72.5% share of the global foundry market in the second quarter. (corroborated by 2 sources) - TSMC plans to use ASML's High NA technology for mass production of advanced microchips starting in 2030. (single source) - 榮惠-KY reported August revenue of 2.42 billion TWD, an 84.99% increase year-on-year. (single source) - 榮惠-KY shipped 1,000 CDU (Cooling Distribution Units) in August. (single source) - 家登 reported August revenue of 840 million TWD, a 49.94% increase year-on-year. (single source) ## Timeline ### 2026-09-10: TSMC reports record August revenue of $16.3 billion amid AI demand TSMC reported record August revenue of NT$514.8 billion, a 53.3% year-over-year increase driven by high AI chip demand. 4 sources. https://clstr.news/cluster/tsmc-reports-record-august-revenue-of-163-billion-amid-ai-demand ### 2026-09-08: TSMC reports record August revenue amid surging AI chip demand Driven by AI demand, TSMC reported record August revenue of $16.35 billion, up 53.3% year-on-year. Specialized suppliers like 榮惠-KY and 家登 also reported significant growth in AI-related components. 8 sources. https://clstr.news/cluster/tsmc-and-jade-tech-report-record-august-revenues-amid-semiconductor-demand ### 2026-09-02: Taiwanese companies report strong August revenue growth Taiwanese firms reported strong August revenues, led by Nanya Technology's 560.9% YoY surge and Motech hitting record monthly revenue driven by AI infrastructure demand. 2 sources. https://clstr.news/cluster/taiwanese-companies-report-strong-august-revenue-growth ### 2026-08-10: AI and 5G demand drive record earnings for telecom and tech firms AI data center demand and 5G services drive record earnings for major telecom providers in Taiwan and industrial firms like Delta Electronics and AAON. 7 sources. https://clstr.news/cluster/hong-kong-and-chinese-markets-focus-on-dividends-and-earnings --- Cite as: AI and 5G demand driving tech sector growth. CLSTR, https://clstr.news/situations/ai-and-5g-demand-driving-tech-sector-growth