TSMC Soars 4.04% on AI-Driven Earnings Surge

On July 17, 2025, TSMC's stock price surged by 4.04% in pre-market trading, reflecting strong investor confidence in the company's recent performance and future prospects.

TSMC reported a significant increase in net profit for the second quarter, rising by 60.7% year-over-year to 398.3 billion New Taiwan dollars. This impressive growth was driven by the surging demand for semiconductors in the artificial intelligence sector. The company's strong financial performance exceeded market expectations and set a new historical record.

During a recent earnings call, TSMC's Chairman and CEO, C.C. Wei, highlighted the company's strategic investments and expansions. TSMC is committed to supporting its clients' robust AI demands and has been progressing with its overseas expansions, particularly in the United States. The company aims to establish a comprehensive advanced wafer fabrication ecosystem in Arizona, which will include advanced packaging capabilities, further solidifying its position as a key partner for its clients and the U.S. semiconductor industry.

TSMC also announced that it has raised its full-year growth forecast to 30%, aligning with market expectations. The company's third-quarter revenue is projected to be between 318 billion and 330 billion dollars, with an average estimate of 324 billion dollars, representing an 8% increase from the previous quarter. TSMC has maintained its capital expenditure for the year at 380 billion to 420 billion dollars, with the first half of the year already seeing expenditures of 196.9 billion dollars.