Taiwan Semiconductor Manufacturing Co (NYSE:TSM) announced its net revenue for June 2025 on Thursday.
The leading contract chipmaker reported consolidated revenue of approximately 263.71 billion New Taiwan dollars (approximately $8.3 billion) for the month. This represents a 17.7% decrease from May 2025 but a 26.9% increase compared to June 2024.
For the first half of 2025 (January through June), Taiwan Semiconductor’s total revenue reached 1.773 trillion New Taiwan dollars (approximately $55.8 billion), marking a 40.0% year-over-year increase.
Also Read: Taiwan Semiconductor Outperforming The Market Shows Moat, But It Comes With Risk
Shum suggests this strong momentum is offsetting softness in the mobile and consumer segments, helping Taiwan Semiconductor remain on track for its 25% annual U.S. dollar sales-growth target.
However, he anticipates operating margins may be closer to the lower end of guidance (around 47%) due to the weakening U.S. dollar.
While Chairman C.C. Wei previously cited traffic issues in Kumamoto for early delays, sources suggest the project’s resumption in Japan is not imminent. In March, Taiwan Semiconductor announced an additional $100 billion investment in U.S. chipmaking, building on the $65 billion announced in April 2024.
Taiwan Semiconductor stock has surged over 17% year-to-date, topping NYSE Composite’s 8% and PHLX Semiconductor’s approximately 14%. The stock surged over 53% in the last three months, topping NYSE Composite’s 12% and PHLX Semiconductor’s 34%.
Price Action: TSM stock is trading higher by 1.66% to $235.70 premarket at last check Thursday.
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