TSMC reported strong second-quarter results on Thursday, with revenue reaching NT$933.79 billion ($29.1 billion), up 38.6% year-on-year. Net profit surged

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is the market leader in the foundry industry, with a 67.6% revenue market share. Most importantly, the company holds over 90% of the market share in the manufacturing of AI chips.

Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. And that is fitting given the utter dependence

Taiwan Semiconductor Manufacturing Co. plans to be cautious with capital expenditure due to tariff-related uncertainties, according to Chief Financial Officer Wendell Huang.

Taiwan Semiconductor Manufacturing Co. will speed up volume production at its second and third chip fabs in north Phoenix to keep up with AI-related demand from customers.

TSMC beats Q2 estimates with strong revenue growth and margin expansion, fueled by soaring AI chip demand. Click for my updated look at TSM stock post earnings.

Taiwan Semiconductor Manufacturing Co. will remain prudent about spending this year while expanding globally to meet surging AI chip demand, as the chipmaker grapples with growing macroeconomic and foreign exchange volatility.

Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.