Taiwan Semiconductor Manufacturing Co. (TSMC) has achieved a market value of $1 trillion, driven by increased demand for its advanced chips used in artificial intelligence and high-performance computing. TSMC's stock has climbed 21% since the beginning of 2025, reflecting investor confidence in the company's ability to capitalise on the booming AI and high-performance computing markets.
TSMC's Q2 earnings exceeded expectations, with revenue rising 39% year-over-year to NT$933.79 billion and earnings per share of NT$15.36. The company has raised its full-year revenue growth projections to around 30% in U.S. dollar terms, up from previous estimates of around mid-20%. TSMC expects revenue between $31.8 billion and $33 billion for the third quarter. TSMC holds a dominant position in the global semiconductor supply chain, with a market share of 67.6% in Q1 2025.
TSMC is the world's leading manufacturer of AI chips and is set for continual growth. The company's aggressive capital expenditure shows no signs of slowing down, with nearly 70% targeting advanced nodes. TSMC's consistency in maintaining guidance shows unmatched visibility into future demand.
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