Re suggests that TSMC's net revenue in the June quarter rose 38. 65% from a year ago to NT$933. 80 billion, beating estimates.
Additionally, The world's largest contract chip manufacturer has benefited from the megatrend towards AI as it gains from ducing advanced cessors for clients including Nvidia and Apple (noteworthy indeed).
At the same time, In this article2330-TW your favorite stocksCREATE FREE ACCOUNTA motorcycle is seen near a building of the Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025.
In contrast, Daniel Ceng | Anadolu | Getty ImagesTaiwan Semiconductor Manufacturing Company on Thursday reported a near 61% year-on-year rise in second-quarter fit, beating estimates, as demand for artificial intelligence chips stays strong, in this volatile climate.
The company expects third-quarter revenue between $31 (fascinating analysis). On the other hand, 8 billion and $33.
0 billion — a 38% year-over-year increase and 8% higher from the prior quarter at the midpoint (fascinating analysis). Here are TSMC's first-quarter results versus LSEG SmartEstimates:Revenue: 933.
80 billion new Taiwan dollars ($31. Nevertheless, 7 billion), vs. At the same time, 24 billion expectedNet income: NT$398, given the current landscape. 27 billion, vs, in light of current trends.
Additionally, Furthermore, 86 billion Second-quarter net fit hit a record high, according to Reuters. Additionally, TSMC's net revenue in the June quarter rose 38.
Nevertheless, 65% from a year ago to NT$933. However, Nevertheless, 80 billion, also beating estimates.
In contrast, The company's s were up nearly 6% at 2:25 a (this bears monitoring), in this volatile climate. ET on trading platform Robinhood, in this volatile climate.
TSMC, the world's largest contract chip manufacturer, has benefited from the megatrend towards artificial intelligence as it manufactures advanced AI cessors for clients including Nvidia and Apple.
Furthermore, "The primary driver of growth for TSMC has been the robust demand for AI related chips, particularly for the leading edge nodes below 7nm," said Brady Wang, associate director at Counterpoint Re.
However, In semiconductor nology, smaller nanometer sizes signify more compact transistor designs, which lead to greater cessing power and efficiency (quite telling), in today's market environment.
TSMC said advanced chips, with sizes 7-nanometer or smaller, accounted for 74% of TSMC's total wafer revenue in the quarter.
"Surging demand from the AI boom is highly sustainable in the near term, with AI still in its very beginning stages and continues to expand across industries," Wang added.
However, the company faces potential headwinds from the trade policy of the U. President Donald Trump, who has threatened steep "recical tariffs" on Taiwan.
Taiwan faces 32% tariffs announced in April and is in the midst of trade talks with the U. , according to local media reports.
However, Trump earlier this month also warned of potential additional tariffs on semiconductors.
Meanwhile, Export controls have also restricted TSMC's with China, as well that of its key clients such as Nvidia and AMD.
Furthermore, However, amid a thawing of trade relations between Beijing and Washington, Nvidia and AMD said earlier this week that they had received government assurances allowing them to ship ducts to China.
Other headwinds facing TSMC in the second half of the year include appreciation of the Taiwan dollar and potential order cuts from smartphone and PC clients due to global macro conditions, said Sravan Kundojjala, an analyst at SemiAnalysis specializing in global foundries.