TSMC Sees June Revenue Dip, But H1 Growth Soars 40%
HSINCHU, Taiwan – July 10, 2025 – TSMC (TWSE: 2330, NYSE: TSM) today reported June 2025 revenue of NT$263.71 billion, down 17.7% from May, but up 26.9% from June 2024. The company’s total revenue for the first half of 2025 reached NT$1,773.05 billion, a 40.0% increase year over year.
June’s drop marks the company’s steepest month-on-month decline so far this year, but it follows a particularly strong April and May. Demand for advanced chips remains high, especially in AI and high-performance computing.
Monthly Revenue Performance – 2025 (NT$ Millions)
| Month | Revenue | YoY Change |
|---|---|---|
| Jan. | 293,288 | +35.9% |
| Feb. | 260,009 | +43.1% |
| Mar. | 285,957 | +46.5% |
| Apr. | 349,567 | +48.1% |
| May | 320,516 | +39.6% |
| June | 263,710 | +26.9% |
Trend Insight:
- April marked the peak in monthly revenue so far, with NT$349.57 billion.
- June’s revenue decline was the sharpest of the year so far. While TSMC didn’t cite a specific reason, such month-to-month swings are often attributed to order timing or seasonal customer adjustments, especially following strong months like April and May. In 2023, TSMC saw a similar dip in June after strong prior months.
- Even with June’s dip, the first-half total surged 40%, underscoring strong structural demand.
TSMC remains at the heart of the global semiconductor supply chain, and its consistent double-digit YoY growth points to healthy long-term fundamentals despite month-to-month volatility.