TSMC Q2 2025 Earnings Surge on AI Chip Demand

Taiwan Semiconductor Manufacturing Company (TSMC) posted record-breaking Q2 2025 results, with net income soaring 61% year-over-year to NT$398.27 billion. Revenue climbed 38.6% to NT$933.79 billion, fueled by insatiable demand for AI and high-performance computing chips.

The semiconductor giant's advanced nodes (≤7nm) now dominate 74% of wafer revenue, reflecting its technological edge. Shares ROSE 3.89% to $246.80 following the earnings beat, as TSMC positions itself as the backbone of the AI revolution through partnerships with industry leaders like Nvidia.

HPC and AI applications now represent 60% of total revenue, up from 52% in the prior year period. This seismic shift underscores how cryptocurrency mining rigs and blockchain infrastructure increasingly compete with AI systems for TSMC's cutting-edge silicon.