TSMC Poised for Record Q3 Profit as AI Demand Drives Chip Boom

TSMC, the world’s largest maker of advanced AI chips, expects its third-quarter net profit to jump 28%, reaching NT$415.4 billion ($13.55 billion).  This forecast would mark its highest quarterly profit ever and the seventh straight quarter of growth. 

Revenue is projected to rise 30% year-on-year, powered by fierce demand from clients like NVIDIA and Apple, and by the wider AI technology surge.  Analysts point out that TSMC remains a critical player in the AI supply chain, benefiting from its dominance in contract manufacturing. 

Still, the company faces headwinds. U.S. tariffs could weigh on profitability, and regulatory shifts may disrupt global supply chains.  Despite these risks, investors have shown confidence: TSMC’s stock has soared 30% this year, boosting Taiwan’s broader market. 

TSMC is also expanding its footprint. It plans $165 billion investment in U.S. factories to diversify production and offset geopolitical pressures.  As the AI wave reshapes tech, TSMC looks set to be among its biggest beneficiaries — unless trade clouds darken the horizon.