Taiwan Semiconductor’s Q2 sales rise 39% as AI demand stays strong

Taiwan Semiconductor Manufacturing (NYSE:TSM) has reported a nearly 39% year-over-year surge in revenue for the June quarter, surpassing expectations and reinforcing optimism around sustained AI-driven growth.

The contract chipmaker, which supplies giants like Nvidia (NVDA) and Apple (AAPL), posted sales of around NT$934 billion ($32 billion) for the three-month period, based on monthly disclosures. That came in ahead of the average analyst forecast of NT$928 billion, Bloomberg said.

For June alone, revenue came in at around NT$263.71 billion, marking a 17.7% decline from May 2025 but a 26.9% increase from June 2024. For the first half of 2025, TSMC reported total revenue of NT$1,773.05 billion, a 40% increase compared to the same period in 2024, underscoring robust momentum across its chipmaking operations.

Taiwan Semiconductor (NYSE:TSM) reported strong Q1 results in April and issued a positive outlook for the coming years. “We continue to observe robust AI related demand from our customers throughout 2025. We reaffirm our revenue from AI accelerators to double in 2025,” chief executive and chairman C.C. Wei said on the earnings call.

The company will report its full second-quarter earnings on July 17.