TAIWAN SEMICONDUCTOR MANUFACTURING CO (TSM) Company Report

For the three months ended September 30, 2025, Taiwan Semiconductor Manufacturing Company Limited reported net revenue of $989,918,318 thousand NTD and net income of $451,755,362 thousand NTD, resulting in basic earnings per share of $17.44 NTD.
For the nine months ended September 30, 2025, the company's net revenue was $2,762,963,851 thousand NTD, with net income of $1,209,981,447 thousand NTD, and basic earnings per share of $46.75 NTD.
As of September 30, 2025, cash and cash equivalents stood at $2,470,759,384 thousand NTD.
Net cash generated by operating activities for the nine months ended September 30, 2025, was $1,549,466,838 thousand NTD.
The company recognized approximately NT$5.3 billion in earthquake losses, net of insurance claim, in the first quarter of 2025, primarily impacting cost of revenue and other operating income and expenses.

Nov 14, 2025, 11:05 AM

6-K

TSMC Board Approves Q3 2025 Results, Dividend, and US$15 Billion Capital Appropriations

TSM

Earnings

Dividends

New Projects/Investments

The Board of Directors approved the 2025 third quarter Business Report and Financial Statements, reporting consolidated revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted earnings per share of NT$17.44.
A cash dividend of NT$6.0 per share for the third quarter of 2025 was approved, with the ex-dividend date set for March 17, 2026, and payment on April 9, 2026.
The Board approved capital appropriations of approximately US$14,981.60 million to support long-term capacity plans, including fab construction, installation of advanced technology capacity, and 2026 R&D capital investments.
An equipment sale valued between US$20 million and US$23 million to Vanguard International Semiconductor Corporation (VIS) was also approved.

Nov 12, 2025, 11:14 AM

6-K

TSMC Reports Strong October 2025 Revenue

TSM

Earnings

Revenue Acceleration/Inflection

Taiwan Semiconductor Manufacturing Company Limited (TSMC) announced net revenue of NT$367.47 billion for October 2025.
This figure represents a 16.9% increase from October 2024 and an 11.0% increase from September 2025.
For the cumulative period of January through October 2025, TSMC's total net revenue reached NT$3,130.44 billion, which is a 33.8% increase compared to the same period in 2024.

Nov 10, 2025, 11:05 AM

6-K

TSMC Plans Chip Price Hikes Starting 2026

TSM

New Projects/Investments

Guidance Update

Taiwan Semiconductor Manufacturing Company (TSMC) is set to increase prices for its advanced semiconductor processes below 5 nanometers by 5% to 10% starting in 2026.
These price adjustments will affect major clients including Apple (A16-A20 and M3-M5 chips), NVIDIA, and AMD.
The 2nm process, anticipated for Apple's A20 chip, is expected to be significantly more expensive, potentially increasing costs by over 50% compared to 3nm chips.
The price increases are driven by TSMC's soaring capital expenditures on new fabrication facilities and rising operational costs such as energy and labor.

Nov 8, 2025, 4:39 PM

Bloomberg

TSMC Reports Strong Q3 2025 Results and Provides Q4 2025 Outlook

TSM

Earnings

Guidance Update

Revenue Acceleration/Inflection

TSMC reported diluted earnings per share of NT$17.44 (US$2.92 per ADR unit) and consolidated revenue of NT$989.92 billion (US$33.10 billion) for the third quarter ended September 30, 2025.
Third quarter revenue increased 30.3% year-over-year and 6.0% quarter-over-quarter (in NT$), while diluted EPS increased 39.0% year-over-year.
The company achieved a gross margin of 59.5%, an operating margin of 50.6%, and a net profit margin of 45.7% in Q3 2025.
Advanced technologies (7-nanometer and more advanced) contributed 74% of total wafer revenue in Q3 2025, with 3-nanometer accounting for 23% and 5-nanometer for 37%.
For the fourth quarter of 2025, TSMC expects revenue to be between US$32.2 billion and US$33.4 billion, with a gross profit margin between 59% and 61% and an operating profit margin between 49% and 51%.

Oct 16, 2025, 10:39 AM

6-K

TSMC Announces Strong Q3 2025 Results and Positive AI Outlook

TSM

Earnings

Guidance Update

Revenue Acceleration/Inflection

TSMC reported Q3 2025 revenue of $33.1 billion, a 10.1% sequential increase, with a gross margin of 59.5% and EPS of 17.44 NT, up 39% year-over-year.
For Q4 2025, the company expects revenue between $32.2 billion and $33.4 billion and a gross margin between 59% and 61%.
Full-year 2025 revenue is projected to increase by close to mid-30% year over year, and capital expenditures guidance was narrowed to $40 billion to $42 billion.
Demand for AI-related applications remains very strong, with the company's AI accelerator growth CAGR now expected to be "a little bit better" than the previously guided mid-40%.
Advanced technologies (7-nanometer and below) contributed 74% of wafer revenue in Q3, and 2-nanometer technology is on track for volume production later this quarter.

Oct 16, 2025, 6:00 AM

Transcript

TSM Reports Strong Q3 2025 Financial Results and Declares Dividend

TSM

Earnings

Dividends

Revenue Acceleration/Inflection

TSM reported Net Revenue of US$33.10 billion (NT$989.92 billion) for Q3 2025, marking a 10.1% increase over Q2 2025 and a 40.8% increase over Q3 2024 in USD terms. Net income attributable to shareholders of the parent company was NT$452.30 billion, resulting in EPS of NT$17.44.
The company achieved a Gross Margin of 59.5% and an Operating Margin of 50.6% in Q3 2025, both showing improvements compared to the prior quarter and prior year.
Cash from operating activities for Q3 2025 was NT$426.83 billion, with Free Cash Flow at NT$139.38 billion. Cash & Marketable Securities totaled NT$2,751.06 billion as of September 30, 2025.
TSM's Board of Directors approved a NT$5.00 cash dividend for the second quarter of 2025, with an ex-dividend date of December 11, 2025, and a distribution date of January 8, 2026.

Oct 16, 2025, 6:00 AM

Presentation

TSM Reports Strong Q3 2025 Results, Narrows 2025 CapEx, and Guides for Q4

TSM

Earnings

Guidance Update

New Projects/Investments

For Q3 2025, TSMC reported $33.1 billion in revenue, a 10.1% sequential increase, with a gross margin of 59.5% and an operating margin of 50.6%. Advanced technologies (7nm and below) accounted for 74% of wafer revenue.
For Q4 2025, the company expects revenue to be between $32.2 billion and $33.4 billion, representing a 1% sequential decrease or a 22% year-over-year increase at the midpoint, with a projected gross margin between 59% and 61%.
TSMC anticipates its full-year 2025 revenue to increase by close to mid-30s percent year over year in U.S. Dollar terms, and has narrowed its 2025 capital expenditure to between $40 billion and $42 billion.
The company continues to observe robust AI-related demands throughout 2025 and expects a faster ramp for its N2 technology in 2026, with volume production for N2P and A16 scheduled for the second half of 2026. CoWoS capacity remains very tight, and efforts are underway to increase it in 2026.

Oct 16, 2025, 6:00 AM

Transcript

TSMC Reports Strong Q3 2025 Results and Updates Full-Year Guidance

TSM

Earnings

Guidance Update

Revenue Acceleration/Inflection

TSMC reported Q3 2025 revenue of $33.1 billion, marking a 10.1% sequential increase, with a gross margin of 59.5%.
For Q4 2025, the company forecasts revenue between $32.2 billion and $33.4 billion, a 1% sequential decrease at the midpoint, and a gross margin between 59% and 61%.
Full-year 2025 revenue is now expected to increase by close to mid-thirties percent year over year , and CapEx guidance was narrowed to between $40 billion and $42 billion.
The company continues to observe robust AI-related demand throughout 2025, strengthening its conviction in the AI megatrend.
The expected gross margin dilution from overseas fabs for full year 2025 is now closer to 2%, an improvement from the previously estimated 2% to 3%.

Oct 16, 2025, 6:00 AM

Transcript

TSM Announces September 2025 Revenue

TSM

Earnings

Revenue Acceleration/Inflection

Taiwan Semiconductor Manufacturing Company Limited (TSM) reported consolidated revenue of approximately NT$330.98 billion for September 2025.
This figure represents a 1.4 percent decrease from August 2025 but a significant 31.4 percent increase compared to September 2024.
For the cumulative period of January through September 2025, total revenue reached NT$2,762.96 billion, an increase of 36.4 percent over the same period in 2024.

Oct 9, 2025, 10:08 AM

6-K

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