Overview
- TSMC reported Q3 2025 revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted EPS of NT$17.44 (US$2.92 per ADR), with revenue up 6% and net income up 13.6% quarter over quarter.
- Leading-edge nodes dominated Q3 wafer revenue, with 5-nanometer at 37%, 3-nanometer at 23%, and 7-nanometer at 14%.
- The company tightened 2025 capital spending guidance to $40–$42 billion, with roughly 70% for advanced process technologies, 10–20% for specialty technologies, and 10–20% for advanced packaging and testing.
- Investor commentary estimates about 60% of revenue comes from AI and high‑performance computing chips for major customers including Nvidia, Apple, Broadcom, Meta, Amazon, and Alphabet.
- At a book launch, technology reporter Owen Lin argued Taiwan’s chip industry supports U.S. growth and jobs, questioned U.S. goals to rapidly localize half of chip production due to talent and cultural hurdles, and urged deeper collaboration with Asian allies.