TSMC'S HALF-YEAR REVENUE SOARS 40% ON AI BOOM

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, reported a 40% surge in first-half 2025 revenue, reaching NT$1.77 trillion ($60.8 billion), driven by unrelenting demand for artificial intelligence (AI) chips.

- 

As the backbone of tech giants like Nvidia and Apple, TSMC's performance underscores its pivotal role in powering the AI revolution, from smartphones to data centers. Despite global trade uncertainties, the company's robust growth and strategic expansions signal a bright outlook, though challenges like tariffs and currency fluctuations loom.

RIDING THE AI WAVE

TSMC's revenue leap reflects the global rush to build AI infrastructure. The company's advanced 3-nanometer and 5-nanometer chips, critical for high-performance computing, accounted for 58% of wafer revenue in Q2 2025, up from 50% the prior year. Clients like Nvidia, whose $4 trillion valuation hinges on TSMC's manufacturing, and Apple, leveraging chips for Al-enhanced devices, drove this growth. June revenue alone hit NT$263.71 billion ($8.11 billion), up 26.9% yearover-year, though it dipped 17.7% from May due to a strengthening New Taiwan dollar. The finance card above shows TSMC's stock (TSM) at $229.84, with a market cap of $1.21 trillion, reflecting investor confidence in its Al-driven trajectory.

Second-quarter revenue reached NT$933.79 billion ($28.7 billion), a 38.6% year-over-year increase, surpassing analyst estimates of NT$923-949 billion. Chairman and CEO C.C.

Wei attributed this to "exceptionally strong" AI demand, projecting record-high revenue and earnings for 2025. Posts on X echo this optimism, noting TSMC's 39% Q2 revenue jump as a sign of sustained AI spending. The company's ability to capitalize on AI trends, despite a January earthquake in Taiwan that disrupted production, highlights its operational resilience.

NAVIGATING TRADE AND TARIFF HEADWINDS