TSMC's 1st-Half Revenue Surges 40% on Booming AI Demand
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Investor's Business Daily on MSNTaiwan Semiconductor Posts Strong June Sales. But Stock Wavers.Taiwan Semiconductor Manufacturing on Thursday reported sales for the month of June that topped expectations. But TSM stock wavered.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported consolidated sales of NT$263.71 billion (US$9.02 billion) for last month, its second-lowest monthly result this year. The world’s largest contract chipmaker said in a statement that its revenue last month only fared better than the NT$260.
TSMC remains a Buy as AI-driven demand, Big Tech investments, and 20% revenue CAGR guidance fuel a multi-year growth cycle. Click for my TSM update.
Taiwan Semiconductor Manufacturing Company’s expanding footprint in north Phoenix has triggered a cascade of development that extends far beyond its 1,129-acre campus. The chipmaker’s commitment, now totaling $165 billion after
TSM's June 2025 net revenue decreased 17.7% from May but increased 26.9% from June 2024. For first half of 2025, total revenue was up 40%. The company's strong performance is driven by AI demand and outsourcing orders,
Taiwan Semiconductor Manufacturing (NYSE: TSM) is currently a $1.14 trillion stock. If you throw in Taiwan Semiconductor's 1% dividend yield, that means the stock would deliver about 12% returns over the next five years should TSMC (for short) rise to become a $2 trillion company.