TSMC Posts Mixed June Sales Amid AI-Driven Quarterly Record

Taiwan Semiconductor Manufacturing Co. reported NT$263.7 billion ($9B) in June revenue, marking its second-weakest monthly performance for 2025. The figure represents a 17.7% month-over-month decline but maintains a 26.9% year-over-year growth trajectory.

Despite the monthly dip, TSMC achieved a record NT$933.8 billion ($31.9B) in Q2 revenue, fueled by relentless demand for AI accelerator chips. Shares slipped 0.9% to $229.76 as markets digest the mixed signals ahead of the July 17 earnings call.

The semiconductor bellwether's performance reflects the bifurcated nature of chip demand - while AI-related orders show no signs of slowing, broader consumer electronics remain volatile. February's NT$260B low remains the only month underperforming June's results this year.