Core Insights - TSMC's net profit increased nearly 40% in the last quarter, driven by the rise in artificial intelligence usage, reaching a record 452.3 billion new Taiwan dollars ($15 billion) [1] - The company's revenue rose 30% year-on-year in the last quarter, exceeding analysts' expectations [1] Company Developments - TSMC is constructing chip fabrication plants in the U.S. and Japan to mitigate risks from China-U.S. trade tensions [2] - The company is a key supplier for major firms like Apple and Nvidia, indicating strong demand for its products [2] - TSMC has committed $100 billion in U.S. investments, including new factories in Arizona, in addition to a previous pledge of $65 billion [3] Market Outlook - Analysts from Morningstar noted that demand for TSMC's products remains strong, suggesting resilience against potential tariffs on shipments to U.S. customers [2] - U.S. Commerce Secretary proposed a 50-50 division of chip production between Taiwan and the U.S., which Taiwan has rejected [2]

Financial Performance - TSMC's net revenue reached US$33.10 billion in 3Q25, a 10.1% increase compared to 2Q25 and a 40.8% increase compared to 3Q24 [6] - Net revenue in NT$ was NT$989.92 billion in 3Q25, up 6.0% from NT$933.79 billion in 2Q25 and up 30.3% from NT$759.69 billion in 3Q24 [6] - Gross margin was 59.5% in 3Q25, a 0.9 percentage point increase from 2Q25 and a 1.7 percentage point increase from 3Q24 [6] - Operating margin was 50.6% in 3Q25, a 1.0 percentage point increase from 2Q25 and a 3.1 percentage point increase from 3Q24 [6] - Net income attributable to shareholders of the parent company was NT$452.30 billion in 3Q25, up 13.6% from NT$398.27 billion in 2Q25 and up 39.1% from NT$325.26 billion in 3Q24 [6] - EPS (Earnings Per Share) was NT$17.44 in 3Q25, up 13.6% from NT$15.36 in 2Q25 and up 39.0% from NT$12.54 in 3Q24 [6] - ROE (Return on Equity) was 37.8% in 3Q25, a 3.0 percentage point increase from 2Q25 and a 4.4 percentage point increase from 3Q24 [6] Balance Sheet & Cash Flow - Cash and marketable securities were NT$2,751.06 billion, representing 37.4% of total assets in 3Q25 [16] - Total assets amounted to NT$7,354.11 billion in 3Q25 [16] - Free cash flow was NT$139.38 billion in 3Q25 [18]

The world's largest contract chip maker delivered another record quarterly profit, as demand for chips needed for AI and high-performance computing showed no signs of abating. ...

台积电(TSM.US)在目前的美股夜盘交易中拉升，一度涨近4%报316.45美元。消息面上，台积电刚刚公布业绩显示，2025年Q3营收9899.2亿新台币，同比增 加30.3%，环比增加6%；净利润4523亿新台币，创下公司的纪录新高，同比增加39.1%，环比增加13.6%。台积电2025年第三季毛利率为59.5%(较去年同期上 升1.7个百分点)，营业利益率为50.6%，税後纯益率则为45.7%。 | 最低价 300.070 | 昨收价 295.940 | | 成交量 2078.8万 | 市智率 M 33.53 | 总市值 1.58万亿 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 分时 多日 日K 周K 月K 季K 年K 分钟 | | Tick | 1天:1分K | | | | | 夜盘总额 1.24亿 | 夜盘总量 39.82万 | 最高价 317.100 | 最低价 306.060 | | | | 夜盘分时 ▽ ○ G | | 317.289 | | | | | | | 4.13 | | 316.450 | | | | | | ...

Core Viewpoint - TSMC reported record high revenue and net profit for Q3 2025, indicating strong growth in advanced semiconductor processes [1] Financial Performance - Revenue for Q3 2025 reached NT$989.92 billion, a year-on-year increase of 30.3% and a quarter-on-quarter increase of 6% [1] - Net profit for the same period was NT$452.3 billion, marking a record high, with a year-on-year increase of 39.1% and a quarter-on-quarter increase of 13.6% [1] - Gross margin for Q3 2025 was 59.5%, operating margin was 50.6%, and net profit margin after tax was 45.7% [1] Product Mix - 3nm process shipments accounted for 23% of TSMC's wafer sales revenue in Q3 2025 [1] - 5nm process shipments represented 37% of total wafer sales revenue for the quarter [1] - 7nm process shipments made up 14% of the total wafer sales revenue [1] - Overall, revenue from advanced processes (including 7nm and more advanced) constituted 74% of total wafer sales revenue for the quarter [1]

TSMC posts a better-than-anticipated 39% jump in quarterly profit, the latest sign of rising demand for components like Nvidia chips https://t.co/qeraC7rmvD ...

In this articleThe TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025.Taiwan Semiconductor Manufacturing Company on Thursday reported a 39.1% increase in third-quarter profit from last year, hitting a fresh record as demand for artificial intelligence chips stayed strong.Here are the company's results versus LSEG SmartEstimates:Revenue: NT$989.92 billion new Taiwan dollars, vs. NT$977.46 billion expectedNet income: NT$452.3 billion, vs. NT$417.69 billion TSMC's revenue in the September q ...

Core Insights - TSMC reported a 39.1% increase in third-quarter net profit, surpassing market expectations and achieving a record high due to rising demand for semiconductors [1] Financial Performance - The company's net profit for the third quarter reached a new record, driven by strong market demand [1] - The growth in profit indicates robust performance in the semiconductor industry, reflecting broader trends in technology and electronics [1]

台积电第三季度净利润4,523亿元台币，预估4,054.7亿元台币；第三季度毛利率59.5％，预估57.1％。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 ...

NEW YORK (AP) — U.S. stocks fell on Thursday, hurt by drops for midsized banks as worries flare about the loans they’ve made. The S&P 500 slid 0.6% in its latest up-and-down day after erasing a morning gain. The Dow Jones Industrial Average dropped 301 points, or 0.7%, and the Nasdaq composite lost 0.5%. Zions Bancorp. tumbled 13.1% after the bank said its profit for the third quarter will take a hit because of a $50 million charge-off related to loans made to a pair of borrowers. Zions said it found “ap ...