AI infrastructure dividend continues to be realized! TSMC's Q2 net profit surged by 77%, reaching a new high, raising its full-year capital expenditure and revenue guidance.

According to the Wise Finance APP, thanks to the strong demand for artificial intelligence (AI) chips globally, Taiwan Semiconductor (TSM.US) announced profits far exceeding expectations for the second quarter. Data shows that TSM's Q2 revenue was NT$1.27 trillion (US$39.45 billion), a 36% increase year-on-year, higher than market expectations of NT$1.264 trillion; net profit was NT$706.562 billion, a 77.4% increase year-on-year and a 23.4% increase from the previous quarter, surpassing market expectations of NT$632.64 billion.