Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior have been observed so far. The third quarter of 2025 is expected to benefit from leadership in advanced process technology as well as strong demand for artificial intelligence (AI) and high-performance computing (HPC), maintaining a growth trend. The full-year 2025 US dollar revenue growth forecast was revised upward from approximately 24-26% to 30%.

Since taking office in January 2025, US President Donald Trump has launched a series of economic and trade policies aimed at achieving fair and reciprocal trade with foreign countries, reindustrializing the US, bringing supply chains to the US, and maintaining American leadership in AI.

Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, with profit soaring 60.7% year-over-year to NT$398.27 billion (US$12.59 billion), driven by high demand for its advanced 3nm and 5nm chip technologies. Revenue climbed 38.6% to NT$933.79 billion, marking continued momentum in high-performance computing and smartphone markets.