Taiwan chipmaker TSMC reports record quarterly profit
Yahoo Finance ·
Taiwan chipmaker TSMC reports record quarterly profit AFP Thu, July 16, 2026 at 2:27 AM EDT 2 min read TSM AAPL NVDA Taiwanese chipmaker TSMC reported a record net profit for the second quarter on Thursday, fuelled by massive demand for artificial intelligence hardware. 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. 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. This has turbocharged business for chipmakers such as TSMC, creating shortages and sending prices soaring. "The AI megatrend continues to drive the need for more and more computation," chairman CC Wei told an earnings call. 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. The result also beat its previous quarterly record of NT$572.48 billion in the first three months of 2026. Quarterly revenue rose 36 percent to NT$1.3 trillion. 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." "Demand for AI GPUs, AI ASICs and advanced packaging continues to exceed expectations," Li told AFP. 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." 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. But Omdia principal analyst Simon Chen said those fears were "overstated". "The demand we see is structural, backed by massive, tangible capital expenditures from hyperscalers," Chen said.
AI 시장 분석
Taiwanese semiconductor manufacturer TSMC reported a record-high profit for the second quarter, with a 77.4% increase in cumulative net income compared to the same period last year. This is believed to be driven by massive demand for AI hardware.
상승 영향
- Semiconductors — Massive demand for AI hardware led to a 36% increase in TSMC's revenue, reaching NT$13 trillion. This may lead to an increase in semiconductor stock prices.
하락 영향
- Semiconductors — EUO equipment supply constraints and uncertainty around foreign factory investment may lead to a decline in semiconductor stock prices.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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