TSMC Reports 26% Revenue Jump on AI Chip Demand
Taiwan chipmaker posted July sales of $10.8 billion, beating analyst expectations on sustained artificial intelligence hardware orders.
Record Monthly Performance
Taiwan Semiconductor Manufacturing Co. reported July 2025 revenue of NT$323.17 billion ($10.8 billion) on Aug. 8, marking a 26% increase from July 2024. The world's largest contract chipmaker exceeded analyst expectations with growth driven by sustained demand for artificial intelligence processors.
The monthly results align with forecasts of 25% increases in third-quarter revenue for companies serving AI hardware providers Nvidia and Advanced Micro Devices. TSMC functions as the primary manufacturer for AI accelerators and graphics processing units powering data center operations.
AI Drives Business Mix Shift
High-performance computing now accounts for 60% of TSMC revenue, …
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