TSMC Experiences Remarkable Revenue Surge in July Amidst High Demand for Advanced Semiconductors

The Taiwan Semiconductor Manufacturing Company (TSMC), recognized as the world's leading contract chipmaker, announced on Friday a significant increase in its July 2025 revenue. This boost, attributed to the persistent global demand for advanced semiconductor technologies, underscores TSMC's pivotal role in various industries.

On a consolidated level, TSMC's revenue for July 2025 reached NTD 323.17 billion, reflecting a substantial 25.8% year-on-year rise from NTD 256.95 billion in July 2024. Moreover, the figure marks a robust 22.5% increase month-on-month from June 2025's NTD 263.71 billion.

The impressive July revenue has contributed to TSMC's cumulative income for the first seven months of 2025 (Jan-July) escalating to NTD 2.096 trillion, a dramatic 37.6% growth compared to NTD 1.523 trillion in the previous year. The company has raised its U.S. dollar-based sales growth forecast to 30%, up from an earlier estimate of 24-26%, as market demand for cutting-edge technologies continues to escalate.

TSMC Chairman CC Wei elaborated on the growing requirement for advanced chips triggered by artificial intelligence (AI) applications, emphasizing the increasing need for greater computing power. TSMC is experiencing heightened demand for emerging technologies, notably high-performance computing (HPC) devices, which fuel its optimistic sales growth projection for their advanced 3-nanometer (3nm) and 5-nanometer (5nm) process technologies.

The company's most advanced technology, the 3nm process, remains in tight supply, paralleling the 5nm process, highlighting the challenge of keeping up with market demand. Wei acknowledged potential uncertainties due to U.S. tariff policies and global economic risks but noted that TSMC's clients have not yet adjusted their orders. TSMC is advancing its technology portfolio by developing 2nm process fabs in Hsinchu and Kaohsiung, with mass production anticipated to commence later this year.