TSMC Reports Strong Q2 Revenue Growth, Surpassing Expectations Amid AI Boom

On Thursday, TSMC announced that revenue for the April to June quarter reached T$933.80 billion (approximately $31.9 billion USD), according to Reuters calculations. This marks a sharp rise from T$673.51 billion ($22.7 billion USD) in the same period last year (Reuters, 2025).

The result easily beat analysts' projections. An LSEG SmartEstimate, based on 21 analyst forecasts, had pegged revenue at T$927.83 billion ($31.7 billion USD). TSMC’s performance also exceeded its own guidance range issued in April, which forecast revenue between $28.4 billion and $29.2 billion USD (TSMC Earnings Guidance, Q2 2025).

The company’s growth reflects its position as the world’s largest contract chipmaker and a key supplier to industry giants like Nvidia, whose products are seeing massive demand amid the AI boom. TSMC has become integral to the surge in generative AI and high-performance computing, with its cutting-edge manufacturing processes keeping it ahead of rivals.

TSMC is set to release its complete second-quarter earnings report and updated outlook for the current quarter and the rest of the year on July 17. Investors and industry analysts will watch closely for any revised forecasts as the AI-driven semiconductor market continues to expand.

The company’s strong revenue beat underlines its critical role in the global chip supply chain at a time when demand for advanced semiconductor technology shows no signs of slowing down.