Symbols

Symbols

TSMC's Q2 Earnings: Riding AI Wave Amid Margin Pressures

Wednesday, Jul 16, 2025 6:09 am ETmin read

Aime Summary

- TSMC reported Q2 revenue of $18.2B, up 11% YoY driven by AI chip demand.

- AI-related HPC revenue surged 60% QoQ as customers adopt advanced 3nm and 4nm processes.

- Gross margin narrowed to 53.3%, pressured by pricing discounts and R&D investments.

- Company reaffirmed $85B-95B 2023 capex plan focused on expanding leading-edge capacity.

- AI adoption trends offset near-term margin challenges, positioning TSMC for long-term growth.

Pet Podcast

Finance made fun by your furry friends!

Latest Articles

AI-Driven Sectors Soar: Undervalued Stocks to Watch in 2026

AI-Driven Sectors Soar: Undervalued Stocks to Watch in 2026

Dec.13 2025

AI Talent War Heats Up: Companies Battle for Top Researchers Amid IP Risks and Legal Clashes

AI Talent War Heats Up: Companies Battle for Top Researchers Amid IP Risks and Legal Clashes

Dec.13 2025

AI Stocks Plunge Amid Regulatory Uncertainty and Valuation Fears

AI Stocks Plunge Amid Regulatory Uncertainty and Valuation Fears

Dec.13 2025

Currency Redesigns: Reflections of Society and Market Sentiment

Currency Redesigns: Reflections of Society and Market Sentiment

Dec.13 2025

Federal Reserve Admits Overcounting Job Gains, Redefining Rate Cut Strategy

Federal Reserve Admits Overcounting Job Gains, Redefining Rate Cut Strategy

Dec.13 2025

Comments

﻿

Add a public comment...

No comments yet

Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards. Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content. AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.