Earnings Mastery
  • Politics
  • Business
  • Investing
  • World
No Result
View All Result
  • Politics
  • Business
  • Investing
  • World
No Result
View All Result
Earnings Mastery
No Result
View All Result
Home Investing

TSMC posts 39% jump in June quarter revenue, beats estimates on AI demand

July 10, 2025
in Investing
TSMC posts 39% jump in June quarter revenue, beats estimates on AI demand
0
SHARES
0
VIEWS
Share on FacebookShare on Twitter

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 the April–June period reached approximately NT$934 billion (US$32 billion).

That figure surpassed the average analyst estimate of NT$928 billion, as compiled by Bloomberg, and was also higher than TSMC’s own guidance range of US$28.4 billion to US$29.2 billion issued in April.

The company disclosed on Wednesday that June 2025 revenue stood at NT$263.71 billion (around $9.6 billion), marking a 17.7% decline from May 2025, but a 26.9% increase compared to June 2024.

Period June 2025 May 2025 M-o-M Increase (Decrease) % June 2024 Y-o-Y Increase (Decrease) % January to June 2025 January to June 2024 Y-o-Y Increase (Decrease) %
Net Revenue (NT$ million) 263,709 320,516 (17.7) 207,869 26.9 1,773,046 1,266,154 40.0

Cumulatively, revenue for the first half of 2025 totalled NT$1,773.05 billion (around $60.7 billion), representing a 40% increase year-on-year, TSMC said in a filing.

AI spending supports continued growth

The revenue surge comes amid sustained global demand for chips used in AI applications.

TSMC is the exclusive supplier of advanced chips for Nvidia Corp, whose graphics processing units are central to training large language models, and also manufactures processors for Apple.

Investor sentiment toward AI-linked stocks has rebounded after a brief cooling period earlier this year.

Concerns were raised earlier this year when Chinese firm DeepSeek questioned the necessity of continued aggressive spending on AI data centers by firms such as Meta Platforms and Alphabet.

However, renewed interest was evident this week as Nvidia became the first company to surpass a US$4 trillion valuation, underscoring market confidence in the long-term prospects of AI infrastructure providers like TSMC.

TSMC CEO CC Wei reaffirmed in June that demand for AI chips continues to outpace supply, and reiterated the company’s forecast for mid-20% revenue growth in US dollar terms for full-year 2025.

The company is also pushing ahead with its $100 billion investment plan to expand global manufacturing capacity, including new facilities in Arizona, Japan, Germany, and Taiwan.

Wei’s comments aligned with broader expectations that generative AI and high-performance computing will remain major growth drivers for the company over the coming quarters.

TSMC is scheduled to report its full second-quarter earnings on July 17, which will include further details on profitability, capital expenditure plans, and guidance for the third quarter and full year.

Shares of TSMC are listed on both the Taiwan Stock Exchange (TWSE: 2330) and the New York Stock Exchange (NYSE: TSM).

The post TSMC posts 39% jump in June quarter revenue, beats estimates on AI demand appeared first on Invezz

Previous Post

Core Scientific deal reveals cracks in CoreWeave’s bull case

Next Post

Trade tariffs force Nissan to suspend production of key models for Canada

Next Post
Trade tariffs force Nissan to suspend production of key models for Canada

Trade tariffs force Nissan to suspend production of key models for Canada

    Become a VIP member by signing up for our newsletter. Enjoy exclusive content, early access to sales, and special offers just for you! As a VIP, you'll receive personalized updates, loyalty rewards, and invitations to private events. Elevate your experience and join our exclusive community today!


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest

    Asian markets open: Nikkei down; Bank of Korea holds rates; Sensex opens flat

    July 10, 2025
    OpenAI to launch AI-powered browser, targeting Chrome’s dominance: report

    OpenAI to launch AI-powered browser, targeting Chrome’s dominance: report

    July 10, 2025
    Trade tariffs force Nissan to suspend production of key models for Canada

    Trade tariffs force Nissan to suspend production of key models for Canada

    July 10, 2025
    TSMC posts 39% jump in June quarter revenue, beats estimates on AI demand

    TSMC posts 39% jump in June quarter revenue, beats estimates on AI demand

    July 10, 2025
    Core Scientific deal reveals cracks in CoreWeave’s bull case

    Core Scientific deal reveals cracks in CoreWeave’s bull case

    July 10, 2025
    European stocks soar higher on hopes of trade deal: FTSE up 0.8%, DAX jumps 0.4%

    European stocks soar higher on hopes of trade deal: FTSE up 0.8%, DAX jumps 0.4%

    July 10, 2025

    Disclaimer: EarningsMastery.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Popular

    Microsoft to cut 9,000 jobs, as company wide layoffs increase

    July 3, 2025

    Latest

    Asian markets open: Nikkei down; Bank of Korea holds rates; Sensex opens flat

    July 10, 2025
    OpenAI to launch AI-powered browser, targeting Chrome’s dominance: report

    OpenAI to launch AI-powered browser, targeting Chrome’s dominance: report

    July 10, 2025
    Trade tariffs force Nissan to suspend production of key models for Canada

    Trade tariffs force Nissan to suspend production of key models for Canada

    July 10, 2025
    • About us
    • Privacy Policy
    • Terms & Conditions

    Copyright © 2025 earningsmastery.com | All Rights Reserved

    No Result
    View All Result
    • Politics
    • Business
    • Investing
    • World

    Copyright © 2025 earningsmastery.com | All Rights Reserved