Nvidia, Apple & AMD Drive TSMC $10.8B Sales Surge

The demand for AI technology is significantly impacting several sectors. Taiwan Semiconductor Manufacturing (TSMC) reported a 26% increase in July sales, driven by the high demand for AI chips from major companies like Nvidia, Apple, and AMD. TSMC's July revenue reached NT$323.17 billion ($10.8 billion), and its shares hit a record high after the U.S. announced tariffs that would not affect TSMC due to its U.S. investments. TSMC anticipates third-quarter revenue between $31.8 billion and $33 billion. However, not all AI-related projects are succeeding. Tesla is reportedly halting its Dojo supercomputer project and will now rely on Nvidia, AMD, and Samsung for chips. This decision led to a drop in Tesla's stock. Peter Bannon, the leader of the Dojo team, is also leaving the company. Despite some setbacks, investments in AI are proving fruitful for some. Suro Capital Corp. experienced a 38% increase in net asset value, reaching $9.18 per share, due to successful AI investments, including OpenAI, which may soon be valued at $500 billion. SoftBank Group Corp shares also soared to a record high due to strong earnings from its AI investments. eBay's sales and earnings also exceeded expectations, driven by AI projects, with revenue reaching $2.73 billion, a 6% increase. AI startup n8n saw its valuation jump to $2.3 billion in just four months, highlighting the strong demand for AI investments. Fitch Ratings is updating its data center rating criteria with an AI focus, and the aging global population is creating a $70 trillion "longevity economy" by 2030, with AI playing a significant role in healthcare and finance. The second quarter of 2025 reveals a split in the U.S. market, where tech companies using AI, like Microsoft and Nvidia, are thriving, while industrial companies face challenges with tariffs.

Key Takeaways

• TSMC's July sales jumped 26% due to high demand for AI chips from companies like Nvidia and Apple, reaching NT$323.17 billion ($10.8 billion).
• Tesla is reportedly ending its Dojo supercomputer project, opting to rely on Nvidia, AMD, and Samsung for chips, causing a stock drop.
• Suro Capital's net asset value increased by 38% to $9.18 per share due to successful AI investments, including OpenAI.
• SoftBank shares reached a record high, driven by strong earnings from its investments in AI companies.
• eBay's sales and earnings exceeded expectations, with revenue reaching $2.73 billion, a 6% increase, thanks to AI-driven personalization and advertising.
• AI startup n8n's valuation surged from $350 million to $2.3 billion in four months, reflecting strong AI investment demand.
• Fitch Ratings is updating data center rating criteria with a focus on AI training and lease breaks.
• The aging population is creating a $70 trillion "longevity economy" by 2030, with AI playing a key role in healthcare and finance.
• The U.S. market in Q2 2025 shows a split, with AI-focused tech companies like Microsoft and Nvidia performing well, while industrial companies struggle with tariffs.
• TSMC expects its third-quarter revenue to be between $31.8 billion and $33 billion.

Taiwan Semiconductor sales jump 26% as AI demand soars

Taiwan Semiconductor Manufacturing (TSM) reported a 26% increase in July sales compared to last year. This big jump shows that companies are investing more in artificial intelligence. Taiwan Semiconductor makes chips for big companies like Nvidia and Apple. The company's strong sales show the growing importance of AI technology.

Taiwan Semiconductor sees 26% sales surge thanks to AI chips

Taiwan Semiconductor Manufacturing Co Ltd (TSM) had a great July with sales up 26% from last year. This increase is mostly because more companies want AI chips. The company's July revenue was NT$198.5 billion ($6.21 billion). TSMC makes chips for major tech companies like Apple and Nvidia. Experts think the demand for AI chips will keep growing and help TSMC make even more money.

TSMC sales climb 26% driven by AI chip demand

Taiwan Semiconductor Manufacturing Co. (TSMC) announced its July sales grew by 26%. This shows that companies are spending more on artificial intelligence. TSMC makes chips for Nvidia and Advanced Micro Devices Inc. Last month, sales reached NT$323.2 billion ($10.8 billion), which matches what analysts expected for the third quarter. TSMC's shares in Taipei hit a record high after the U.S. announced new tariffs on chips that would not affect TSMC because it invests in U.S. production.

AI demand fuels TSMC's 26% July sales increase

Taiwan Semiconductor Manufacturing Co. (TSMC) reported that its July sales jumped 26% compared to last year. This is mainly because more companies need advanced chips for artificial intelligence (AI). TSMC is the world's biggest chipmaker and makes chips for companies like Apple and Nvidia. The company's strong July sales show that the AI industry is growing and needs more advanced chip technology.

TSMC sales jump 26% in July due to AI boom

TSMC announced that its July sales increased by 26% because of high demand for chips. The company's July sales rose 25.8% to T$323.17 billion ($10.8 billion) compared to last year. TSMC makes advanced semiconductors for big tech companies like Apple, Nvidia, and Advanced Micro Devices. The company's strong growth is due to the increasing need for advanced chips for AI, which require a lot of computing power.

TSMC sees July sales climb 26% with AI chip demand

TSMC's sales for July jumped 26%, reaching NT$323.17 billion ($10.8 billion). This increase was driven by the growing demand for advanced semiconductor chips used in artificial intelligence (AI). The company's sales for the first seven months of the year are up 38% compared to last year. TSMC expects its third-quarter revenue to be between $31.8 billion and $33 billion. The company's share price also hit a record high after the U.S. announced that TSMC would be exempt from tariffs on chip imports.

Tesla stock drops as Dojo AI project ends

Tesla's stock is down because the company is reportedly stopping its Dojo supercomputer project. Tesla will now rely more on Nvidia, AMD, and Samsung for its chips. Peter Bannon, the leader of the Dojo team, is leaving Tesla, and other team members will work on different projects. Tesla CEO Elon Musk wanted Tesla to be seen as an AI and robotics company. Morgan Stanley had predicted that Dojo could increase Tesla's value by $500 billion.

Tesla stops Dojo project shifts chip strategy

Tesla (TSLA) is reportedly ending its Dojo supercomputer project and disbanding the team. CEO Elon Musk will now depend on Nvidia (NVDA) and Advanced Micro Devices (AMD) for computer chips. Samsung will handle the manufacturing. The Dojo supercomputer was expected to add a lot of value to Tesla, but the company is changing its approach.

Suro Capital sees AI investment success

Suro Capital Corp. had a successful earnings call because of its investments in AI. The company's net asset value grew to $9.18 per share, a 38% increase from last quarter. Suro Capital sold about 40% of its investment in CoreWeave, making $25.3 million. OpenAI, another investment, is doing well and may be worth $500 billion soon. The company declared a cash dividend of $0.25 per share.

SoftBank shares soar on strong AI earnings

SoftBank Group Corp shares reached a record high because of a strong earnings report. The company's success is largely due to its investments in artificial intelligence (AI) companies. SoftBank's net profit for the year was higher than expected. CEO Masayoshi Son is optimistic about the future and plans to keep investing in AI. SoftBank's shares have increased by over 30% this year.

AI and tariffs create new investment challenges

The second quarter of 2025 shows a split in the U.S. market. Tech companies using AI, like Microsoft and Nvidia, are doing well. Industrial companies are struggling with tariffs from the Trump administration. Investors should balance investments in AI tech with companies that can handle tariffs. The Federal Reserve might cut interest rates, which could change how companies are valued.

Fitch updates data center rating criteria with AI focus

Fitch Ratings is changing its data center rating criteria. The agency wants feedback on assumptions about capital expenses and vacancy. They are also looking at penalties for sponsors who own servers, with a focus on AI training and lease breaks.

Aging population and AI create investment opportunities

The world's aging population is creating a $70 trillion "longevity economy" by 2030. This shift is changing healthcare, AI finance, and annuities. Companies like Pacific Biosciences (PACB) and Voyager Therapeutics (VYGR) are working on health solutions for aging-related issues. AI is also being used in finance, with robo-advisors managing retirement assets. Investors should consider healthcare innovators, AI fintech ETFs, and annuity providers to take advantage of these trends.

eBay's sales and earnings boosted by AI progress

eBay's sales and earnings beat expectations in the second quarter, thanks to its AI projects. Net income was $369 million, or 79 cents per share. Revenue reached $2.73 billion, a 6% increase. eBay is using AI to offer personalized shopping recommendations and create video ads for sellers. The company expects revenue of $2.69 billion to $2.74 billion for the third quarter.

AI startup n8n valuation jumps to $2.3 billion

The AI startup n8n saw its valuation jump from $350 million to $2.3 billion in just four months. Accel is leading a funding round for the German company. N8n sells software that helps businesses automate tasks using AI agents. The company's rapid growth shows the strong demand for AI investments, especially in Europe.

Sources

• Taiwan Semiconductor’s July sales rise 26% as AI demand stays strong (TSM:NYSE)
• Taiwan Semiconductor’s July sales surge 26% on AI chip demand By Investing.com
• TSMC’s July Sales Grow 26% on Sustained Demand for AI Chips
• TSMC rides increasing AI demand to 26% surge in July sales
• TSMC’s July Sales Soar 26% as AI Demand Stays Red-Hot
• TSMC July Sales Jump 26% MoM on AI Demand Surge
• Tesla Stock (TSLA) Tumbles as it Bins Dojo AI Plans
• Tesla Ends Dojo As Elon Musk Shifts Chips Strategy
• Suro Capital Corp’s Earnings Call Highlights AI Investment Success
• SoftBank Group shares hit record high on upbeat AI-fueled earnings By Investing.com
• The AI-Industrial Divide: How Q2 Earnings and Tariffs Are Forging New Investment Frontiers
• AI training, lease breaks feature in Fitch data center rating criteria rewrite
• The Longevity Economy: Unlocking Investment Opportunities in Aging and AI-Driven Finance
• eBay Rides AI Progress to Q2 Sales, Earnings Beat
• This AI Startup Went From $350 Million Valuation to $2.3 Billion in Four Months