Group 1 - TSMC reported a record Q1 2025 revenue of $25.53 billion, a 41.6% year-over-year increase, and an operating profit of $12.38 billion, up 56.1% year-over-year [1] - TSMC's market share has been steadily increasing since Q1 2019, projected to reach 68% by 2025, while Samsung's share is expected to decline from 19% to 8% in the same period [2] - TSMC's wafer shipments in Q1 2025 were 3.26 million, which is 82% of the peak shipment of 3.97 million wafers [9][14] Group 2 - TSMC's 8-inch and 12-inch fab utilization rates are projected to be 69% and 86% respectively in Q1 2025, indicating underutilization compared to historical levels [10][12][14] - The decline in demand for 7nm technology has led to a significant drop in sales, with expectations that TSMC may convert 7nm capacity to 5nm or 3nm nodes [21][23] - TSMC's sales to the US reached a record 77% in Q1 2025, driven by increased demand for AI semiconductors, particularly NVIDIA GPUs [25][27] Group 3 - The share of smartphone sales in TSMC's revenue has decreased to 28% by Q1 2025, while high-performance computing (HPC) sales have risen to 59% [29][31] - TSMC's automotive semiconductor sales remain low, which may impact the future prospects of its Kumamoto factory [32]