TSMC posts record Q2 revenue of $39.62 billion（約6.3兆円） on AI demand surge

TSMC's record second-quarter revenue reflects the intensifying demand for semiconductors underpinning AI infrastructure. The 36% year-on-year increase and June's particularly strong 67.9% jump signal that AI workloads — from training to inference — are driving sustained orders from hyperscalers and consumer-device makers alike. As the sole advanced-node supplier to both Nvidia (which dominates AI accelerators) and Apple (which is integrating AI into consumer hardware), TSMC sits at the centre of the AI hardware supply chain.

The company had guided for Q2 revenue between $39 billion（約6.2兆円） and $40.2 billion（約6.4兆円） in April; actual results of $39.62 billion（約6.3兆円） landed within that range, slightly above analyst consensus. However, TSMC notably withheld forward guidance in its brief revenue statement, deferring detailed outlook and profit guidance to its Thursday earnings call. The market response was muted — shares closed up 1% while the broader market closed flat — suggesting investors are awaiting the company's commentary on whether AI demand will sustain or moderate in the coming quarters.