TSMC, the world's largest contract chipmaker, posted record second-quarter revenue of $39.62 billion（約6.3兆円）, up 36% from a year earlier, driven by surging demand for artificial intelligence applications. The company supplies major clients including Nvidia and Apple. Full earnings and forward guidance are due Thursday.
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TSMC, the world's largest contract chipmaker, reported second-quarter revenue of $39.62 billion（約6.3兆円） (T$1.27 trillion（約200兆円）), up 36% year-on-year — a record high. June revenue alone rose 67.9% year-on-year to T$442.68 billion（約71兆円）.
Why it matters
The surge reflects surging demand for AI applications among TSMC's major clients, which include Nvidia and Apple. As a critical supplier of advanced semiconductors, TSMC's strong performance signals robust demand in the AI hardware market.
What to watch
TSMC is scheduled to report full second-quarter earnings on Thursday, when it will provide detailed results and update its outlook for the current quarter and the rest of the year. The company is expected to report a 58.8% year-on-year rise in second-quarter net profit, according to an LSEG SmartEstimate.
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.
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