Applied Materials and Taiwan Semiconductor Revenue Trends

The revenue growth trends of Applied Materials and Taiwan Semiconductor Manufacturing in the field of artificial intelligence were examined and compared by Robert Izquierdo on October 30, 2026.

Applied Materials generates revenue by designing and developing wafer fabrication equipment and materials engineering tools essential for integrated circuit manufacturing. This year, the company opened a major collaborative engineering-focused R&D center in California and appointed a new executive to its board of directors.

Taiwan Semiconductor Manufacturing Company (TSM) operates as a dedicated foundry, manufacturing, packaging, and testing integrated circuits on behalf of third-party technology customers globally. As it navigates the international regulatory environment, the company has announced a collaborative industry initiative to transition to advanced photomasks and achieved production yield rates at its first fab in Arizona comparable to those of its facilities in Taiwan.

For investors, revenue holds importance as a key top-line indicator representing the total capital entering the company from commercial operations before operating expenses are deducted. Revenue data for the past eight quarters has been shown in U.S. dollars for TSM, converted from New Taiwan dollars.