Overview

• Net profit climbed to NT$398.3 billion in Q2, a 60.7% year-on-year increase, as revenue rose 39% to NT$933.8 billion.
• High-performance computing, including AI and 5G chips, drove 60% of sales while 7 nm wafers accounted for 74% of wafer revenue.
• The company lifted its 2025 revenue forecast in US dollars to 30% growth, up from an earlier 20% projection.
• TSMC is accelerating a US$165 billion US investment program that covers six Arizona fabs, two advanced packaging plants and a research center.
• President Trump’s investigation threatens tariffs of up to 32% on Taiwanese semiconductor imports, raising cost-pass-through concerns.