TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)
Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many otherstaiwannews.com.twts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and given it an estimated 60%+ market share of the overall foundry market (and over 90% share in the most advanced nodes)ts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, TSMC’s revenue reached US$30.1 billion, a 44%year-on-year surge, with net profit of T$398.3 billion, driven by