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.