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TSMC reported second-quarter EPS of NT$27.25, with revenue up 36.0% year over year and net income and diluted EPS both up 77.4%. The result keeps AI semiconductor demand at the center of global chip-capex expectations.

TSMC $TSM reported NT$572.48 billion in first-quarter net income, up 58.3% year over year and above the NT$543.32 billion LSEG SmartEstimate cited by CNBC. The foundry guided second-quarter revenue to $39.0 billion-$40.2 billion as AI demand kept advanced capacity tight.