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TSMC Extends AI Chip Lead Ahead of Oct. 16 Earnings

Investors await proof that AI orders keep growth on track.

Overview

  • TrendForce reports TSMC's foundry share exceeded 70% in Q2 2025, up from roughly 67% the prior quarter.
  • Revenue rose 40% to $56 billion in the first half of 2025, and the company guided Q3 sales to $31.8 billion–$33.0 billion with results due Oct. 16.
  • Advanced nodes dominated Q2 sales, with 3nm at 24% and 5nm at 36% for a combined 60% of revenue.
  • More than half of revenue comes from high‑performance computing for AI data centers, with sales concentrated among North American tech customers and an estimated 90% share of advanced processors.
  • To meet demand, TSMC spent nearly $20 billion on capex in H1 and plans $165 billion for six Arizona fabs, while it has reportedly secured 15 customer deals for 2nm production.