Taiwan Semiconductor Manufacturing Co. (TSMC) posted a sharp rise in July revenue, underscoring the continued strength of demand for its advanced chips powering artificial intelligence technologies.
The world’s largest contract chipmaker reported T$323.17 billion ($10.8 billion) in sales for July — a 25.8% increase year-on-year and up 22.5% from June.
TSMC, a key supplier to leading AI processor makers such as Nvidia, has enjoyed robust growth throughout 2025. Sales for the first seven months of the year are nearly 38% higher compared to the same period in 2024, with AI cited as the main driver.
Investor confidence was further boosted after Taipei confirmed that TSMC would be exempt from the recently announced 100% U.S. tariff on chip exports. This decision follows the company’s commitment to invest $165 billion in new manufacturing facilities in the United States, supporting Washington’s push for greater domestic chip production.
TSMC’s stock performance reflects its momentum, gaining around 10% so far in 2025 and tripling in value since late 2022. The firm’s second-quarter results exceeded market expectations, supported by strong AI-related orders and a recovery in demand from the smartphone and personal computer sectors.
With AI adoption accelerating globally, TSMC appears well-positioned to sustain its growth trajectory in the months ahead.
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IMAGE: Reuters
