Taiwan Semiconductor Manufacturing (TSM) reported strong Q2 2025 results, with revenue hitting $30.1 billion, a 44% increase YoY. Earnings per share also rose by 67%. Demand for 3nm and 5nm nodes drove growth, with AI-related chips accounting for 60% of revenue.

For Q3 2025, TSMC expects revenue between $31.8 billion and $33 billion, with gross margin between 55.5% and 57.5%.

Shares of TSMC rose by around 4% following the earnings report, fueled by strong revenue and earnings growth. The company’s dominance in AI chip production positions it well for future growth.

TSMC’s advanced nodes continue to be in high demand, with revenue from high-performance computing and AI-related chips on the rise. While the company faces macroeconomic uncertainty, its leading position in the foundry market remains a key strength.

Read more at Nasdaq: TSMC Earnings: AI Drives Demand