July 18, 2025

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Nvidia, AMD, Meta, Google Fuel TSMC's $13.5B AI Chip Boom

TSMC is experiencing a significant boost from the AI boom, leading to increased revenue forecasts and profit growth. The world's largest chipmaker now projects a 30% revenue increase for 2025, up from earlier estimates, driven by strong demand from companies like Nvidia, AMD, Meta, and Google for high-end chips used in AI development and data centers. TSMC's net income jumped 61% in the June quarter, reaching NT$398.3 billion ($13.5 billion), consistently exceeding analysts' estimates since 2021. To meet this demand, TSMC plans to invest $38 billion to $42 billion in expanding its manufacturing capabilities. TSMC's chair, C.C. Wei, views Nvidia's resumed AI chip sales to China positively. Meanwhile, other companies are also benefiting from the AI surge. Tempus AI, a healthcare technology company using AI and genomics, saw its trading volume surge by 54.89% on July 16, 2025, with its stock price rising by 7.30%. Besides Nvidia, Rambus, Credo Technology Group Holding Ltd, Jabil Inc, and Lumentum Holdings Inc are also emerging as popular AI stocks. Google, facing competition from AI platforms like ChatGPT, is relying on its cloud growth, with Google Cloud's revenue expected to grow by 26% year-over-year, and has launched Gemini 2.5 Pro to compete. Cisco is also enhancing its AI and cybersecurity offerings, leading to increased orders and a strategic shift towards higher-margin subscription software sales.

Key Takeaways

  • TSMC raises its 2025 sales forecast to 30% due to high AI chip demand from companies like Nvidia, AMD, Meta, and Google.
  • TSMC's profit jumped 61% in the June quarter, reaching NT$398.3 billion ($13.5 billion), driven by global AI spending.
  • TSMC plans to invest $38 billion to $42 billion to expand its manufacturing capacity to meet AI demand.
  • Nvidia will resume selling its H20 AI chips to China after the US removed licensing restrictions, which TSMC views positively.
  • Tempus AI's trading volume surged by 54.89% on July 16, 2025, with its stock price rising by 7.30%, reflecting growing interest in AI-driven healthcare solutions.
  • Rambus is gaining traction as a top AI stock, joining Nvidia and Broadcom.
  • Credo Technology Group Holding Ltd, Jabil Inc, and Lumentum Holdings Inc are showing strong momentum as AI infrastructure stocks.
  • Google Cloud's revenue is expected to grow by 26% year-over-year, as Google competes with AI platforms like ChatGPT using Gemini 2.5 Pro.
  • Cisco is improving its AI and cybersecurity offerings, with orders increasing 20% year-over-year.

TSMC boosts 2025 sales forecast amid AI boom

TSMC, the world's largest chipmaker, increased its sales forecast for 2025 due to strong AI demand. On Thursday July 17, 2025, TSMC predicted a 30% revenue growth in US dollar terms. This is up from a previous estimate of mid-20%. Companies like Nvidia and Advanced Micro Devices need TSMC's high-end chips for AI development. TSMC CEO C.C. Wei said AI orders are strong, easing fears of a slowdown.

TSMC profits jump 61% driven by AI spending

TSMC's profit increased by 61% in the June quarter because of global AI spending. The company now expects sales to grow by 30% in 2025. This is thanks to high demand for chips from companies like Nvidia and AMD. CEO C.C. Wei said AI orders are still strong. TSMC plans to spend $38 billion to $42 billion to expand its manufacturing.

TSMC raises outlook for 2025 amid AI demand

TSMC has increased its revenue growth forecast for 2025. The company expects a 30% sales growth due to strong AI spending. Companies like Meta and Google need TSMC's chips for AI data centers. CEO C.C. Wei said AI orders are strong but cautioned about potential tariffs. TSMC's net income jumped 61% in the June quarter to NT$398.3 billion ($13.5 billion).

TSMC's profit soars 61% with AI spending surge

TSMC reported a 61% profit increase for the June quarter. This is due to strong global spending on AI technology. The company's net income reached NT$398.3 billion ($13.5 billion). TSMC has consistently exceeded analysts' estimates since 2021.

TSMC's profit jumps 61% as AI spending increases

TSMC's profit jumped 61% because of global AI spending. The company's net income for the June quarter was NT$398.3 billion ($13.5 billion). TSMC has been beating analysts' expectations since 2021. Bloomberg's Annabelle Droulers reports on the company's success.

Tempus AI trading volume surges with stock price up

On July 16, 2025, Tempus AI's trading volume increased significantly to 8.39 billion shares. This was a 54.89% increase from the previous day. The company's stock price also rose by 7.30%. Tempus is a healthcare technology company that uses AI and genomics. The company's AI-driven healthcare solutions are helping to improve patient outcomes.

TSMC chair praises Nvidia's AI chip sales to China

TSMC's chair, C.C. Wei, said Nvidia's renewed AI chip sales to China are positive news. TSMC reported a 60% rise in net profit for the second quarter. This is due to strong demand for AI technology. Nvidia will resume selling its H20 AI chips to China after the US removed licensing restrictions. TSMC's net profit for the quarter was NT$398.3 billion ($13.5 billion).

Rambus joins Nvidia and Broadcom as top AI stock

Nvidia, Broadcom, Arm Holdings, and Monolithic Power Systems are popular AI stocks. Rambus also made the list of new buys by top mutual funds. These companies are benefiting from the increasing demand for artificial intelligence technology. Rambus is a fabless AI semiconductor stock.

Top AI infrastructure stocks to buy now

Three AI infrastructure stocks are showing strong momentum. These stocks have surged in the past month with over 10% returns. The stocks are Credo Technology Group Holding Ltd, Jabil Inc, and Lumentum Holdings Inc. These companies are benefiting from the growing AI market. The AI market is expected to be worth $1.5 trillion.

Will Google's cloud growth offset AI search competition?

Alphabet, Google's parent company, will report its Q2 2025 earnings on July 24. Investors are watching AI developments, cloud growth, and regulatory challenges. Google Cloud's revenue is expected to grow by 26% year-over-year. The company is facing competition from AI platforms like ChatGPT. Alphabet launched Gemini 2.5 Pro to compete with these platforms.

Cisco stock added to portfolio amid AI transformation

Jim Cramer's Charitable Trust is buying 550 shares of Cisco Systems. Cisco is improving its AI and cybersecurity offerings. The company's networking equipment is important for AI data centers. Cisco's orders increased 20% year-over-year. The company is transitioning to subscription software sales, which provide higher-margin revenues.

Sources

TSMC AI Nvidia Semiconductors Revenue Growth Profit Increase AI Spending C.C. Wei AMD Meta Google Data Centers Tariffs Net Income NT$398.3 Billion $13.5 Billion Annabelle Droulers China H20 AI Chips Rambus Broadcom Arm Holdings Monolithic Power Systems AI Infrastructure Credo Technology Group Holding Ltd Jabil Inc Lumentum Holdings Inc AI Market Alphabet Google Cloud ChatGPT Gemini 2.5 Pro Cisco Systems Cybersecurity Networking Equipment Subscription Software Jim Cramer Tempus AI Healthcare Technology Genomics