TSMC seen posting fifth straight record quarter as Q2 net profit jumps 59% to T$632.6 billion
AI Market Summary
TSMC is expected to post a fifth straight quarter of record profit, with Q2 net income seen up 59% and revenue up 36%, reinforcing that AI infrastructure spend is sustaining demand for advanced nodes and CoWoS packaging. Markets will focus on whether management raises full-year revenue growth guidance (currently "above 30%") and capex plans, which would signal confidence in AI-driven capacity needs and support near-term semiconductor risk appetite.
Impact level
● High
Affected assets
NCSKTSMU2USD/USDT-1.51%
AI Insight · NCSKTSMU2USD/USDTAI Insight
▲ Bullish
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TSMC is expected to report second-quarter net profit of $19.65 billion, up 59% year on year, setting a record high for a fifth straight quarter. Revenue is projected to rise 36% from a year earlier, also beating expectations. Analysts attribute the momentum to sustained AI infrastructure spending that is lifting demand for advanced manufacturing and CoWoS packaging. They also expect TSMC may raise its full-year revenue growth guidance, currently set at "above 30%", and update its capital spending outlook.
