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

Wednesday, Jul 16, 2025 6:09 am ETnullmin 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.

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