TSMC crushes guidance with 80 per cent jump in Q2 net profit

TSMC reported Q2 net profits up 80% as demand for its AI processors continues to surge, setting another record and reinforcing strong earnings momentum. Separately, escalating U.S.-Iran exchanges in the Persian Gulf raise risk of further operational expansion in the region under President Trump, adding geopolitical uncertainty.

Analysis

TSMC reported Q2 net profits up 80% as demand for its AI processors continues to surge, setting another record and reinforcing strong earnings momentum. Separately, escalating U.S.-Iran exchanges in the Persian Gulf raise risk of further operational expansion in the region under President Trump, adding geopolitical uncertainty.