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TSMC Sees 44% Revenue Surge Amid AI Chip Demand

10/13/2025

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Story summary
  • Taiwan Semiconductor Manufacturing Company (TSMC) reported a 44% year-over-year revenue increase in Q2 2025 as demand for AI chips grows.
  • The company controls more than 70% of the global foundry market.
  • The Taiwan Ministry of Economic Affairs reassured that TSMC's supply chain remains stable despite geopolitical concerns.
  • Analysts project Q3 2025 revenue between $31.8 billion and $33 billion.
  • New 2-nanometer process development positions TSMC to meet future AI infrastructure demand.