July 17, 2025:
TSMC Posts 60% Profit Surge on AI Chip Demand - Taiwan Semiconductor Manufacturing Co.'s profit soared 61% to $13.55 billion in Q2 2025, surpassing expectations due to strong AI and 5G chip demand. Revenue rose 38% to $31.7 billion, with high-performance computing driving 60% of sales. TSMC's advanced manufacturing processes, particularly seven-nanometer and smaller nodes, accounted for most wafer revenue. Accelerating U.S. operations, the company's Arizona campus is expanding rapidly, with three fabs underway.
Despite an optimistic outlook, TSMC acknowledged potential risks, adjusting their full-year revenue growth forecast to 30%, below analysts' $124.9 billion projection.
