Taiwan Semiconductor Manufacturing (TSM) Announces Net Revenue for June 2025
A close-up of a complex network of integrated circuits used in logic semiconductors.
Revenue for April-June stood at T$933.8 billion ($31.9 billion), as per Reuters calculations, increasing 38.6% from T$673.51 billion in the year-ago period. The demand for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s products continued to leap on increased interest in AI applications, added Reuters. The company's consolidated revenue came in at NT$839.25 billion, net income at NT$361.56 billion, and diluted EPS at NT$13.94 (US$2.12 per ADR unit) for Q1 2025.
While Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s business was impacted by smartphone seasonality in Q1 2025, this was offset by continued growth in AI-related demand. Longriver Investment Partners released its Q2 2025 investor letter. Here is what the fund said:
'Underpinning all of this is one constant. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) remains the lynchpin of the AI compute stack. Every major chip, whether merchant or custom, still runs through its fabs. No other foundry comes close on yield, throughput, or consistency.
While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now
Disclosure: None. This article is originally published at Insider Monkey.
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