Taiwan Semiconductor Manufacturing Company is no longer just a chip foundry. It’s the scaffolding beneath the robotics boom. In 2025, TSM posted NT$1.77 trillion in revenue for the first half of the year, up 40% from the same stretch in 2024. That’s not a rebound. That’s a surge. The company now holds 67% of the global foundry market and nearly 90% of advanced chip production. It’s the quiet engine behind AI, autonomous systems, and the robotics wave that’s starting to reshape industrial and consumer sectors.
At its 2025 Technology Symposium in Hsinchu, TSM executives laid out the next frontier. They called it Physical AI. That’s not chatbots or image generators. That’s humanoid robots, autonomous vehicles, and AI-powered drones. TSM expects the global AI robot market to top $35 billion by 2030. By 2035, they project 1.3 billion AI robots deployed worldwide. That number climbs to 4 billion by 2050, including 650 million humanoid units. These aren’t sci-fi projections. They’re tied to real chip orders and real infrastructure.
The company’s 3nm and 5nm nodes now account for 58% of wafer revenue. That’s where the robot brains live. These chips handle spatial awareness, decision-making, and sensory input. TSM’s fabs are producing the processors that run autonomous forklifts, surgical bots, and next-gen drones. The Arizona plant is ramping up production for Apple’s Proxima chip, which will power in-house connectivity products starting this fall. Nvidia’s Blackwell AI chips are also being fabricated at TSM’s U.S. facilities. The demand is not slowing.
$TSM is a strong player in the semiconductor sector and is undoubtedly one of the primary beneficiaries of Robotics. pic.twitter.com/ryZAhx8Btf
— Sergey (@SergeyCYW) July 13, 2025
Sources
https://english.cw.com.tw/article/article.action?id=4122
https://www.zacks.com/commentary/2567826/bull-of-the-day-taiwan-semi-tsm
https://www.fool.com/investing/2025/07/13/prediction-taiwan-semiconductor-manufacturing-stoc/
https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-tsm-announces-051048929.html