2330 Taiwan Semiconductor (TSMC) reported a 44% year-over-year increase in Q2 revenue, reaching $30.1 billion, with net profit surging 61% to $12.8 billion, surpassing expectations due to improved margins. High-Performance Computing (HPC), including AI accelerators, contributed 60% of total revenue up from 52% last year. Advanced process nodes (3nm, 5nm, and 7nm) accounted for 74% of wafer revenue, with 3nm alone climbing to 24%, fueled by strong demand from Apple, NVIDIA, and AMD.
The company raised its full-year 2025 revenue growth forecast from around 25% to roughly 30%, pointing to strong AI trends and expanded CoWoS (advanced packaging) capacity. While Q3 revenue is projected to hit $32.4 billion, Q4 is expected to dip slightly an uncommon pattern that has sparked speculation about early ordering due to potential tariffs, despite management downplaying this. TSMC is moving forward with its $38–42 billion capital expenditure plan, fast-tracking its Arizona facility in response to geopolitical risks. While customer demand appears stable, the company remains watchful of policy shifts and currency fluctuations.
TSM the one thing I can count on is for this to have good earnings and the day to give most if not all the gains back, the very next day!!! One of the weakest stocks in tech!!!
TSM Great earnings and amazing company. Beat top and bottom, guidance lifted into ~30% growth with a company this size... it's not for everyone. Congratulations to all shareholders
TSM just put my life savings into this company.. I'm tired of trading , I'm getting too old, and I think this will be the best for the long term. 
