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Shares of European semiconductor companies rose Thursday after Taiwan Semiconductor Manufacturing Company (TSMC) posted stronger-than-expected Q2 revenue, driven by booming AI demand. TSMC, the world’s largest contract chipmaker and key supplier to Nvidia, reported NT$933.8 billion (US$31.9 billion) in revenue for the April–June period—up 38.6% year-over-year and above both LSEG SmartEstimate’s NT$927.8 billion and the company’s earlier forecast of US$28.4–$29.2 billion.
The positive earnings surprise lifted European chip stocks in early trading. Dutch semiconductor firms ASML and ASM International gained 1% and 0.6% respectively by 08:00 GMT. BE Semiconductor Industries rose 2%, while Switzerland’s VAT Group advanced 1.7%.
TSMC’s total revenue for the first half of 2025 reached NT$1.77 trillion (US$60.8 billion), a 40% increase from the same period last year. Chairman and CEO C.C. Wei attributed the surge to “very strong” demand for AI chips, and projected a record year for the company.
In addition to AI tailwinds, recent gains were supported by a rush from clients to secure chips ahead of possible U.S. tariffs. President Donald Trump’s renewed tariff threats have stirred concerns of rising costs and further trade restrictions. At a June shareholder meeting, Wei acknowledged tariffs could impact demand, but expressed confidence in continued strong business performance.
Taiwanese officials confirmed ongoing negotiations with Washington, stating no formal tariff notification has been received yet.
TSMC is set to announce full Q2 earnings and updated guidance on July 17. With AI demand surging and global supply chain risks looming, the chip giant remains at the center of both investor optimism and geopolitical tension.
