TSMC July sales jump 26% as AI chip demand remains strong

Published 08/08/2025, 07:04
© Reuters.

Investing.com-- Taiwan Semiconductor Manufacturing Co (NYSE:TSM) (TSMC) on Friday announced a 26% increase in its sales in July, indicating that artificial intelligence-fueled demand for its advanced chips remained sound. 

TSMC said its July sales rose 25.8% year-on-year to T$323.17 billion ($10.8 billion). Sales also grew 22.5% from the prior month. 

The chipmaker, which is a key supplier to major AI processor developers such as Nvidia (NASDAQ:NVDA), has seen stellar sales growth so far in 2025, which it has attributed largely to AI. 

Its sales for the first seven months of 2025 are up nearly 38% from the same period last year. 

TSMC’s shares hit a record high on Thursday after Taipei said the company will be exempt from a 100% tariff on chip exports to the United States, which was announced by Trump earlier this week.
TSMC has committed a total $165 billion to building more manufacturing facilities in the U.S., in line with Trump’s demands for more local chipmaking. 

Shares of the firm are up about 10% so far in 2025, after rising roughly threefold since late-2022. 

TSMC clocked stellar, consensus-beating earnings in the second quarter, largely on solid AI-fueled demand. Chip demand from other key industries, mainly smartphones and personal computers, is also expected to improve in the coming months. 

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