TSMC posts record net income of NT$706.56 billion as AI chips drive fifth straight quarterly profit high

· Business TWNDEUUSA
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Taiwan Semiconductor Manufacturing Company delivered a second-quarter net income of NT$706.56 billion, beating analyst expectations and marking a fifth consecutive quarter of record profit, after the chipmaker reported revenue figures earlier this month.

Gross margin came in at 67.7%, above forecasts, while earnings per share surged 77.4% year on year to NT$27.25. Advanced nodes proved dominant, with 3-nanometer and 5-nanometer processes together accounting for 63% of wafer sales, and advanced technologies at 7nm and below representing 77% of total wafer revenue.

AI processors now contribute roughly a quarter of total revenue, up from just 6% in late 2023. Shares rose 1.23% following the results.

Story development

  1. TSMC pledges additional $100 billion to Arizona, lifting total US commitment to $265 billion
  2. TSMC posts record net income of NT$706.56 billion as AI chips drive fifth straight quarterly profit high
  3. TSMC posts record quarterly revenue as second-quarter sales surge 36%

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