TSMC, the company that makes the chips powering essentially everything with a processor, just reported another jaw-dropping quarter. The Taiwan Semiconductor Manufacturing Company saw its net profit climb 77% year-over-year, driven by insatiable demand for AI chips.
TSMC has now delivered eight consecutive quarters of year-on-year profit growth.
The numbers behind the AI hardware gold rush
The company’s most recent record quarter saw net profit hit NT$505.74 billion, roughly $16 billion, with revenue climbing 20.5% to NT$1.046 trillion. Advanced node technologies, meaning 7nm and below, generated 77% of wafer revenue. The high-performance computing segment alone accounted for 55% of total sales.
Prior quarters were equally aggressive. TSMC posted a 61% year-on-year profit increase in Q2 2025, with net income of NT$398.27 billion, approximately $13.5 billion. That number exceeded consensus estimates.
