TSMC April-June sales increased 40%, exceeding expectations - AI infrastructure demand contribution

Settlement on the 18th isn't it

Sales for April-June (2nd quarter) of Taiwan Semiconductor Manufacturing (TSMC), the world's largest contract semiconductor manufacturer, grew more than expected. The artificial intelligence (AI) boom, which is spurring global data center investment, became a tailwind.
　　US NVIDIA and TSMC, which is the sole supplier of cutting-edge chips from Apple, announced on the 10th that sales for June reached 207.9 billion Taiwan dollars (approximately 1.30 trillion yen). This means that April-June sales increased 40% to 673.5 billion Taiwan dollars. The expected average was a 35.5% increase.
　　In response to the flow of investment in AI-related data centers and equipment, the total market value of TSMC reached 1 trillion dollars at one point in the US New York market on the 8th.
　　Companies around the world are rushing to buy hardware such as NVIDIA chips in order to build infrastructure to support AI. In response to these movements, Wall Street securities companies have raised TSMC's target stock prices. The reason is that the company will move to raise the fees charged to customers in 2025, and there is a possibility that profits will expand further.