TSMC Q2 profit soars 77% to record $21.99 billion（約3.5兆円）

Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, posted a second-quarter net profit of T$706.6 billion（約110兆円） ($21.99 billion（約3.5兆円）) on July 16, marking a 77% jump from the prior year. The result represents a record profit and handily beat the T$632.6 billion（約100兆円） LSEG SmartEstimate, which is weighted toward forecasts from analysts with a demonstrated track record of accuracy. The company's exceptional performance is driven by surging global demand for its artificial intelligence processors. TSMC's customer base includes major technology companies such as Nvidia and Apple, positioning the chipmaker at the center of the AI hardware buildout. The scale of the beat and the record profit level underscore both the intensity of current AI chip demand and TSMC's ability to capitalize on it.

TSMC's 77% year-over-year profit jump reflects the company's dominant position in manufacturing advanced chips for artificial intelligence applications. The world's largest contract chipmaker has benefited from surging global demand for AI processors, particularly as major customers like Nvidia and Apple scale their AI product lines. The fact that TSMC's result significantly exceeded the LSEG SmartEstimate—a measure weighted toward the most consistently accurate analysts—suggests the strength of demand outpaced even informed market expectations, pointing to robust momentum in the AI hardware cycle.

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