TSMC Reports 39% Revenue Jump in Second Quarter, Fueled by AI Demand
Jul 10, 2025
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, reported a 39% increase in revenue for the second quarter of the year. Revenue reached about NT$934 billion (US$32 billion) for the April to June period, surpassing analyst expectations.
The strong results were driven by high demand for chips used in artificial intelligence applications. TSMC makes chips for major tech companies such as Nvidia and Apple, who are heavily investing in AI technologies.
This significant growth also contributed to a 40% rise in TSMC’s revenue for the first half of the year, highlighting the company’s strong position in the technology supply chain.
What is TSMC?
TSMC (Taiwan Semiconductor Manufacturing Company) is the world’s largest manufacturer of semiconductor chips, supplying major technology companies.
Why did TSMC's revenue increase so much?
The boost in revenue was mainly due to high demand for chips used in artificial intelligence, as more companies invest in AI-powered products and services.
Which companies use TSMC's chips?
TSMC supplies chips to well-known companies such as Nvidia and Apple.
What does this mean for TSMC's business outlook?
The strong sales growth suggests that TSMC is well-positioned to benefit as demand for technology, especially related to AI, continues to rise.
Sources
TSMC Revenue Rises 39% Amid AI Spending Boom
Bloomberg Markets and Finance
Bloomberg Markets and Finance
TSMC's revenue rose a better-than-anticipated 39% in the June quarter. The chipmaker for Nvidia and Apple sales climbed to NT$934 billion ($32 billion) for the three months, beating the average analyst projection for about NT$928 billion.
TSMC posts Q2 sales of T$933.8 billion, above forecasts
Reuters
Reuters
TSMC , the world's largest contract chipmaker, reported on Thursday second-quarter revenue of T$933.80 billion ($31.9 billion), beating market forecasts, as demand for the company's products leaps on surging interest in artificial intelligence (AI) applications.
TSMC posts 39% jump in June quarter revenue, beats estimates on AI demand
Invezz
Invezz
Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 39% year-on-year increase in revenue for the June quarter, exceeding analyst expectations and reinforcing optimism around continued investment in artificial intelligence infrastructure. Based on monthly disclosures, consolidated revenue for th...
TSMC outperforms backed by AI demand for chips
Proactive Investors
Proactive Investors
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker, reported second-quarter revenue of $31.9 billion, driven by strong demand linked to artificial intelligence applications. This represents a near 39% increase from $23.8 billion in the same quarter last ye...
TSMC's half-year revenue surges 40 percent
TechXplore
TechXplore
Taiwanese chip giant TSMC reported on Thursday a 40% surge in revenue in the first six months on robust demand for AI technology.
3 Stocks to Buy as Semiconductor Sales Skyrocket on AI Optimism
Zacks Investment Research
Zacks Investment Research
TSM, AEIS, and RFIL are poised to gain as surging AI-driven chip demand fuels a sharp rebound in semiconductor sales.
TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia.
Barrons
Barrons
Taiwan Semiconductor Manufacturing expects revenue from AI-related chips to double in 2025.
TSMC's First-Half Revenue Surges 40% on Booming AI Demand
Investopedia
Investopedia
Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest contract chipmaker, posted a first-half revenue surge of 40% on booming AI demand, though June revenue dropped over the previous month.
Taiwan Semiconductor Stock Rises On Strong June Sales
Investors Business Daily
Investors Business Daily
Taiwan Semiconductor Manufacturing on Thursday reported sales for the month of June that topped expectations. TSM stock rose on the news.
TSMC reports record Q2 revenue despite margin pressure from currency shift
Proactive Investors
Proactive Investors
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted an all-time high revenue of $30.5 billion for the second quarter, though margin concerns weighed on investor sentiment as a stronger Taiwanese dollar pressured profitability. The world's largest contract chipmaker reported June revenue of...
TSMC Sales Surge by 39% as AI Spending Boom Persists
Bloomberg Markets and Finance
Bloomberg Markets and Finance
TSMC, the world's largest contract chipmaker, sees impressive growth driven by AI. Bloomberg Intelligence senior technology analyst Mandeep Singh on the AI boom, Musk's Grok 4, and the AI talent war.
Can Trade Desk Sustain Double-Digit Revenue Growth Amid Headwinds?
Zacks Investment Research
Zacks Investment Research
TTD expects Q2 revenues to rise 17% YoY, with AI adoption and CTV gains offsetting macro headwinds and rising costs.
TSMC: Get In Before We See New All-Time Highs
Seeking Alpha
Seeking Alpha
TSMC's June sales surged 39% YoY, signaling the AI-driven data center boom remains strong and setting up for robust 2Q25 earnings. TSMC's market share and sales momentum outpace peers, with the stock trading at a discount to its intrinsic value based on peer P/E multiples. The risk/reward is compell...
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