TSMC(US:TSM) Sou Hu Cai Jing·2025-11-10 06:05Core Viewpoint - TSMC reported a significant increase in revenue for October 2025, with a month-over-month growth of 11% and a year-over-year growth of 16.9% [1] Financial Performance - TSMC's consolidated revenue for October 2025 was approximately 367.47 billion New Taiwan Dollars (NTD), equivalent to about 84.45 billion RMB [1] - For the third quarter of 2025, TSMC's consolidated revenue reached approximately 989.92 billion NTD (about 227.48 billion RMB), reflecting a year-over-year increase of 30.3% [2] - The net profit for the third quarter was around 452.3 billion NTD (approximately 103.94 billion RMB), marking a year-over-year increase of 39.1% [2] - Earnings per share for the third quarter were 17.44 NTD, which is a 39.0% increase compared to the previous year [2] Advanced Technology and Production - In the third quarter, the shipment volume of 3nm process technology accounted for 23% of total wafer revenue, while 5nm and 7nm processes accounted for 37% and 14%, respectively [3] - Advanced process technologies, defined as 7nm and above, constituted 74% of total wafer revenue [3] Capital Expenditure - TSMC's capital expenditure for the first nine months of 2025 totaled 29.39 billion USD (approximately 209.49 billion RMB), indicating sustained high levels of investment to expand capacity in response to strong demand [3]