Group 1 - TSMC is expected to hold a financial briefing on the 16th, where it will announce its revenue outlook, with optimistic projections for both Q3 and Q4 revenue due to strong demand for advanced process technology [1] - For Q3, TSMC's revenue is anticipated to average around $32.4 billion, surpassing the $30 billion mark, with a sequential increase expected in the second half of the year [1] - TSMC's revenue for the first nine months of 2025 is projected to reach approximately NT$2.76 trillion, marking a 36.4% year-on-year increase, which is also a record high for the same period [1] Group 2 - In a previous financial briefing, TSMC estimated Q3 revenue to be between $31.8 billion and $33 billion, with an average of $32.4 billion, reflecting a sequential growth of about 8% [2] - The gross margin for Q3 is projected to be between 55.5% and 57.5%, which is a decline compared to the previous quarter, influenced by a 6.6% appreciation of the New Taiwan Dollar [2] - TSMC's cumulative revenue from July to August reached NT$658.94 billion, with expectations for September revenue to be around NT$260 billion to NT$298 billion to meet the Q3 targets [2]
台积电16日法说 业绩有望超标 全年营收将首度突破千亿美元
Jing Ji Ri Bao·2025-10-11 23:30