TSMC's Trading Volume Drops 38% Ranking 35th Despite Record Revenue Growth

On June 17, 2025, TSMC's trading volume reached NT$14.53 billion, a 38.35% decrease from the previous day, ranking 35th in the day's market activity. TSMC's stock price fell by 0.81%.

TSMC has shown remarkable resilience in the advanced semiconductor space, with a reported 39.6% year-over-year revenue growth in May 2025, bringing its total Jan–May growth to 42.6%. This growth is particularly notable given the lingering global trade friction and geopolitical risks surrounding Taiwan. TSMC's foundry business has become the backbone of AI chip production, securing over 90% yield rates on its cutting-edge 2nm node and controlling more than 67.6% of the global foundry market as of Q1 2025.

TSMC's global diversification strategy, including investments in overseas fabs, has significantly reduced risks associated with potential Taiwan Strait tensions. The company's Arizona facility has begun pilot 4nm production, with 2nm ramping by 2028. In Japan, the Kumamoto fab serves Sony and Toyota, while a $10 billion Dresden venture with Bosch and NXP will support EU automotive chip needs by 2027. This global presence enhances what analysts call the “silicon shield,” broadening Western strategic interests in protecting Taiwan’s output.

TSMC's strong financial performance in Q1 2025, with revenue hitting NT$839 billion (~US$25.53 billion), up 41.6% year-over-year, and net profit rising 60.3% to NT$361.6 billion (~US$11 billion), underscores its robust financial health. The company expects Q2 revenue of US$28.4–29.2 billion with gross margins between 57–59%, driven by AI-driven demand. TSMC remains debt-light, cash-rich, and enjoys a dividend payout consuming just one-third of free cash flow. Capex for 2025–26 is projected at US$32–36 billion, funded largely from cash operations and CHIPS Act subsidies.