Taiwan Semiconductor Manufacturing Co Ltd

2330: XTAI (TWN)

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TSMC Earnings: Lift Valuation by 6% as It Shrugs off Tariff Blows Amid Insatiable AI Demand

Phelix Lee

Jul 17, 2025

TSMC raised its full-year revenue growth guidance by 30% in USD terms from the mid-20s. Its June-quarter revenue was TWD 934 billion (USD 30.1 billion), up 11% sequentially. Gross margin fell 17 basis points from the prior quarter to 58.6%.

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Taiwan Semiconductor Manufacturing Co Ltd

TSMC Earnings: Lift Valuation by 6% as It Shrugs off Tariff Blows Amid Insatiable AI Demand

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