AI demand is strong, and 11 major semiconductor manufacturers around the world, such as NVIDIA (Nvidia), increased by nearly 60% last quarter, setting a record high in the same period. NVIDIA has paid nearly 50% of its investment, and Taiwan has paid about 20% of its investment.
According to news reports on the 2nd, due to the strong demand for AI, the total pure profit of 11 major semiconductor manufacturers in the world last quarter (April to June 2025, some from March to May or May to July 2025) reached 57%, a surge of 57% compared with the same period last year. Judging from the same period of the year, pure profit has created a record high since 2010, which can be traced back, and has set new historical highs in three quarters. Among the 11 semi-conductor factories around the world, eight companies including NVIDIA and Taiwan Power showed growth or profits last quarter, while Samsung's profits fell into decline, Intel's expansion, and STMicroelectronics, which produces automotive chips, fell into decline.
NVIDIA's pure profit surged by 59% last quarter to US$26.4 billion, with overall profits (profits from more than 11 semi-conductor factories) reaching about 50% of NVIDIA's contribution; the NTF profit of NVIDIA's foundry chips surged by 68% to US$12.9 billion, a new high, accounting for about 23% of the overall profit margin and ranks second in the second place; the demand for high-frequency wide memory (HBM) for AI is strong, and SK Hynix (SK) in Korea Hynix's pure profit soared by 66% to $4.9 billion last quarter; Broadcom also benefited from AI demand, turning from profit to $4.1 billion last quarter; AMD's pure profit was $700 million, 2.9 times that of the same period last year.
In addition, Intel is clearly in a tough battle because the development of GRF foundry business has not progressed, which has dragged down Intel's clearance to US$2.9 billion last quarter and fell into a slump in six quarters; Samsung Electronics has delayed its development of GRF foundry business and the development of HBM advanced products. , pure profits dropped by 48% to 3.6 billion US dollars; STMicroelectronics, which was sluggish in demand for electric vehicles (EVs) and supplied power semiconductors to US Tesla and other vehicles, fell into a sluggish sum of 10 billion US dollars last quarter.
The targets included in the statistics on the 2nd News include Telco, NVIDIA, Samsung Electronics, STMicroelectronics, Qualcomm, Intel, AMD, Texas Electrical Appliances, Micron, Broadcom and SK Hynix.