TSMC June Revenue Down 17.7% Mom. What Gives?

that makes it two consecutive months of sequential decline

Jul 10, 2025

∙ Paid

TSMC today reported June 2025 revenues of NT$263.71 billion, a decrease of 17.7 % MoM but an increase of 26.9% YoY, details here.

This follows an 8.3% MoM decline in May. Is there a pattern developing here and what are the implications for both TSMC’s Q225 forecast as well as full year outlook? Let’s dig in…

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