Record with chipport: TSMC cracks $ 30 billion

The chipper TSMC jumps the threshold of $ 30 billion in its company history for the first time in its company history. The world’s largest chip application has almost 30.1 billion implemented in the second quarter of 2025almost 18 percent more than in the previous three months and 44 percent more than in the same period of the previous year.

TSMC attributes growth to a high proportion of modern semiconductors with manufacturing technology from classes 3, 5 and 7 nanometers. The numbers also indicate increased prices. For example, the operating margin grows from 42.5 to 49.6 percent within one year; The net margin 53.2 to 58.6 percent.

This is reflected in even greater growth in net profit, which increases from 67 percent to a good $ 12.8 billion in the year. In early 2025, net profit grows by 17 percent.

Rising prices could explain why the client increasingly is looking for a conversation with Samsung’s semiconductor division in recent months. The SSD controller developer Silicon Motion, for example, wants to have some variants of Samsung produced. AMD and Qualcomm are also rumored to be more often associated with Samsung.

AI flips money into the till

TSMC’s sales drivers remain AI accelerator for data centers, with Nvidia as the main customer for such chips. All chips from a notebook processor have booked TSMC under the HPC heading (high-performance computing) since the summer of 2019. With a 60 percent share of production sales, the HPC group is more strongly than ever before. In 2019, the HPC share fluctuated between 29 and 32 percent. At that time, smartphone chips made the most sales by far.

TSMC achieves around 85 percent of total sales with the production and sale of chips. The remaining 15 percent come through so -called advanced packaging. TSMC marries several chips on a common carrier. In the case of Nvidia’s AI accelerator from the current Blackwell generation, these are two large compute dies and eight storage modules of the High-Bandwidth Memory (HBM3E) type.

Meanwhile, TSMC spends more and more money on research and development. In the meantime, the expenditure is almost two billion US dollars per quarter-33 percent more than a year ago.

New record already expected

In the third quarter, TSMC expects further sales record of $ 31.8 billion to $ 33 billion. TSMC’s share increased by six percent to publish the annual report. Since then it has returned and has stabilized to an increase of around 1.5 percent.