{"id":588455,"date":"2026-07-16T10:14:13","date_gmt":"2026-07-16T10:14:13","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/588455\/"},"modified":"2026-07-16T10:14:13","modified_gmt":"2026-07-16T10:14:13","slug":"taiwan-chipmaker-tsmc-reports-record-quarterly-profit","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/588455\/","title":{"rendered":"Taiwan chipmaker TSMC reports record quarterly profit"},"content":{"rendered":"

<\/a> TSMC’s net profit for April to June surged 77.4 percent year-on-year to NT$706.6 billion (US$22 billion), smashing analyst estimates of NT$624.4 billion (I-Hwa Cheng) <\/p>\n

Taiwanese chipmaker TSMC reported a record net profit for the second quarter on Thursday, fuelled by massive demand for artificial intelligence hardware.\u00a0 <\/p>\n

TSMC, the biggest contract maker of microchips used in everything from Apple phones to Nvidia processors, has been a major beneficiary of the global AI race. <\/p>\n

Governments and tech giants are pouring huge sums into building data centres that can train and run AI tools such as chatbots, image generators and agents that can execute tasks. <\/p>\n

This has turbocharged business for chipmakers such as TSMC, creating shortages and sending prices soaring. <\/p>\n

“The AI megatrend continues to drive the need for more and more computation,” chairman CC Wei told an earnings call.\u00a0 <\/p>\n

TSMC’s net profit for April to June surged 77.4 percent year-on-year to NT$706.6 billion (US$22 billion), smashing analyst estimates of NT$624.4 billion. <\/p>\n

The result also beat its previous quarterly record of NT$572.48 billion in the first three months of 2026. <\/p>\n

Quarterly revenue rose 36 percent to NT$1.3 trillion. <\/p>\n

Ahead of the results, Counterpoint Research senior analyst William Li said TSMC’s surge in revenue showed “AI infrastructure investment remains exceptionally strong despite macro uncertainty.” <\/p>\n

“Demand for AI GPUs, AI ASICs and advanced packaging continues to exceed expectations,” Li told AFP.\u00a0 <\/p>\n

Li said “EUV (extreme ultra-violet lithography tools) supply constraints and overseas fab investments may limit capacity expansion and weigh on margins in the near term.” <\/p>\n

Concerns about overstretched valuations in the tech sector have fuelled fears of a market bubble, along with questions over when the eye-watering sums being spent on AI will reap returns. <\/p>\n

But Omdia principal analyst Simon Chen said those fears were “overstated”. <\/p>\n

“The demand we see is structural, backed by massive, tangible capital expenditures from hyperscalers,” Chen said. <\/p>\n

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