| 項目 | 2025年 | 2025年 | 月增(減) | 2024年 | 年增(波) | 2025年 | 2024年 | 年増(波) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 10月 | 9月 | % | 10月 | 0/0 | 1至10月 | 1至10月 | % | | 營收 | 367,473 | 330,980 | 11.0 | 314,240 | 16.9 | 3,130,437 | 2,340,086 | 33.8 | IT之家 11 月 10 日消息，今日台积电公布 2025 年 10 月营收报告，公司 10 月合并营收约为 3674.73 亿新台币（IT之家注：现汇率约合 844.45 亿元人民币），较上月增加了 11%，较去年同期增加了 16.9%。 资本支出方面，台积电 2025 年前 9 个月资本支出总计 293.9 亿美元（现汇率约合 2094.86 亿元人民币），维持在高位水平，反映公司持续扩 充产能以满足旺盛需求。 台积电 2025 年第三季财务报告显示，公司三季度合并营收约 9899.2 亿元新台 ...

业界说，尽管在新冠疫情期间，台积电也未任意涨价，多考量和客户群的长期合作关系。台积电曾在 2020、2021年两度取消年初的销货折让，2023年起恢复例行作业迄今。以台积电2023年报价涨幅来看， 相较同业、公司自身，涨幅亦属温和，当时主要是综合考量产能供不应求、通膨与生产成本提升，与客 户沟通调高报价，但也仅个位数百分比，预期2026年先进制程仍将持续反应生产成本。 台积电主要成长驱动力是先进制程，5纳米与3纳米家族占今年第2季营收达六成，第3季续占六成（3纳 米占23%，5纳米37%）。台积电先前曾多次强调，与客户密切合作规划产能，并投资先进和特殊制程 技术以支持客户需求，同时在客户信任之下，获取适当的报酬。 台积电在先进制程领域持续享有领先者红利，且无替代方案方案。法人看好，随着相关需求成长，有望 带动台积电营收获利成长，外资先前已上修台积电AI应用营收的中长期预测，原先2028年AI应用甚至 将达到台积电总收入的35%，目前可望提早在今年或明年达到。 先进制程因AI应用持续供不应求。TrendForce先前预测，晶圆厂受惠AI带动电源管理芯片需求，已规划 2026年全面上调代工价格，尽管涨价幅度尚待协 ...

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]

Group 1 - Samsung Electronics' foundry division has secured orders for 7nm and 8nm processes from AI chip design companies, including Nintendo, improving capacity utilization [1] - Samsung's 3nm process is facing challenges, with a yield rate around 50%, while TSMC has achieved over 90% yield, raising concerns about Samsung's competitiveness in advanced processes [1][2] - Major clients like Google are shifting from Samsung's 3nm process to TSMC, indicating a loss of trust in Samsung's foundry capabilities due to yield issues [2] Group 2 - Apple, Qualcomm, NVIDIA, and MediaTek are adopting TSMC's third-generation 3nm process, with plans to transition to 2nm starting in 2026 [2] - The semiconductor industry emphasizes the importance of trust between foundries and clients, and Samsung's yield problems have led to skepticism about its foundry business [2]