"TSM's growth story in 2025 hinges on artificial intelligence (AI) demand, which has transformed the company from a steady foundry into an indispensable AI enabler. Second-quarter revenue hit $30.1 billion, a 44% year-over-year jump that exceeded analyst forecasts. This beat stemmed from robust orders for advanced nodes like 3-nanometer (nm) and 5nm, which power Nvidia's GPUs and Apple's latest processors. Advanced technologies, defined as 7nm and more advanced technologies, accounted for 74% of total wafer revenue."
"September alone brought NT$331 billion in sales, up 31.4% from last year, signaling sustained momentum into the third quarter. Management's $38 billion to $42 billion capital expenditure plan for 2025 - up from $32 billion in 2024 - targets expansions in Arizona and Japan, ensuring capacity for AI's insatiable appetite. Without TSM's precision manufacturing, the AI boom simply stalls, making it a linchpin for tech's future."
Taiwan Semiconductor Manufacturing delivered strong revenue growth driven by AI-related orders and advanced-node production. Second-quarter revenue reached $30.1 billion, a 44% year-over-year increase, fueled by demand for 3nm and 5nm chips that power GPUs and modern processors. Advanced technologies made up 74% of wafer revenue, and TSM holds roughly 70% of the global foundry market. September sales rose to NT$331 billion, up 31.4% year-over-year. Management plans $38–$42 billion in 2025 capital expenditures to expand capacity in Arizona and Japan. Key risks include U.S.-China trade tensions, Taiwan Strait concerns, and potential post-earnings stock volatility.
Read at 24/7 Wall St.
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