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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.2K followers
Created: 2025-07-18 10:22:44 UTC

AI remains, unsurprisingly, the most important growth driver for TSMC. High‑Performance Computing (HPC) now accounts for about  XX % ($18B) of the company’s revenue, up from XXXX % in the previous quarter. 

Some "key AI demand" quotes: 

1) "Looking into second half of 2025, we have not seen any change in our customers' behavior so far."

2) "We also see AI demand continuing to be  strong. including the rising demand from sovereign AI. Therefore, we now  expect our full year 2025 revenue to increase by around XX% in U.S.  dollar terms, supported by strong demand for our industry-leading  3-nanometer and 5-nanometer technologies underpinned by growth in our  HPC platform."

$TSM

![](https://pbs.twimg.com/media/GwIfoJuXgAA2Xxk.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946153659542233352/c:line.svg)

**Related Topics**
[$18b](/topic/$18b)
[coins ai](/topic/coins-ai)

[Post Link](https://x.com/rwang07/status/1946153659542233352)