TSMC(US:TSM) Zheng Quan Shi Bao Wang·2025-08-10 15:30Group 1 - TSMC reported July revenue of NT$323.17 billion (approximately $10.81 billion), a year-on-year increase of 25.8% and a quarter-on-quarter increase of 22.5%, aligning with analysts' expectations for a 25% year-on-year growth in Q3 [1] - For the first seven months of the year, TSMC's cumulative sales reached NT$2.096 trillion (approximately $70.08 billion), reflecting a year-on-year growth of 37.6% [1] - TSMC raised its full-year revenue growth forecast to 30%, driven by strong demand in the HPC AI sector [2] Group 2 - In Q2 2025, TSMC's sales were NT$933.79 billion, with a year-on-year growth of 38.6% and a net profit of NT$398.27 billion, up 60.7% year-on-year [2] - The AI semiconductor market is experiencing robust demand, with expectations for increased computational and chip requirements due to the growth of AI models and tokens [2] - TSMC remains a key player in the smartphone semiconductor supply chain, which is showing signs of recovery [2] Group 3 - TSMC plans to invest $100 billion in advanced manufacturing in the U.S. over the next four years, in addition to a $65 billion investment in an advanced semiconductor manufacturing project in Phoenix, Arizona, bringing total U.S. investments to $165 billion [3] - The U.S. expansion project includes six advanced process factories, two advanced packaging factories, and a research center [3] - Analysts expect TSMC to receive exemptions or grace periods from U.S. semiconductor tariffs due to its investment commitments [3]