TSMC Q2 Profit to Jump 46% as NT$2.5T Dividend Season Drags Currency
TSM•TSMC’s Q2 profit is forecast to rise 46% year-over-year on surging AI data center demand and custom chip orders, earning it top-pick status alongside Nvidia and Broadcom. Taiwan’s NT$2.5 trillion dividend season has driven the Taiwan dollar to its weakest since April 2025, adding FX volatility ahead of TSMC’s payout.
1. Q2 Profit Forecast
TSMC expects second-quarter profit to climb 46% year-over-year, driven by volume growth in advanced process nodes and strong pricing on high-performance computing chips.
2. AI Demand Boost
Robust data center investment and custom AI chip contracts have positioned TSMC as a leading pick among semiconductor investors, with comparisons to Nvidia and Broadcom reflecting its AI infrastructure role.
3. Dividend Season and FX Impact
Taiwan’s NT$2.5 trillion dividend distribution season has weakened the Taiwan dollar to its lowest level since April 2025, introducing exchange-rate risk as TSMC prepares to declare its own payout.
