{"id":307451,"date":"2025-10-16T07:11:10","date_gmt":"2025-10-16T07:11:10","guid":{"rendered":"https:\/\/www.europesays.com\/us\/307451\/"},"modified":"2025-10-16T07:11:10","modified_gmt":"2025-10-16T07:11:10","slug":"tsmc-hits-yet-another-record-as-profit-surges-39-beating-estimates-on-ai-chip-demand-surge","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/307451\/","title":{"rendered":"TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge"},"content":{"rendered":"<p>The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. <\/p>\n<p>Ann Wang | Reuters<\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/quotes\/TSM\/\" target=\"_blank\" rel=\"noopener\">Taiwan Semiconductor Manufacturing Company<\/a> on Thursday reported a 39.1% increase in third-quarter profit from last year, beating estimates and hitting a fresh record as demand for artificial intelligence chips stayed strong.<\/p>\n<p>Here are the company&#8217;s results versus LSEG SmartEstimates:<\/p>\n<ul>\n<li>Revenue: NT$989.92 billion new Taiwan dollars, vs. NT$977.46 billion expected<\/li>\n<li>Net income: NT$452.3 billion, vs. NT$417.69 billion\u00a0<\/li>\n<\/ul>\n<p>TSMC&#8217;s revenue in the September quarter rose 30.3% from a year ago to NT$989.92 billion, also beating estimates. Quarter over quarter, net income increased 13.6%, marking its second consecutive quarter of profit growth.<\/p>\n<p>As Asia&#8217;s largest technology company by market capitalization, TSMC has benefited from the artificial-intelligence boom, producing advanced AI processors for clients such as <a href=\"https:\/\/www.cnbc.com\/quotes\/NVDA\/\" target=\"_blank\" rel=\"noopener\">Nvidia<\/a> and <a href=\"https:\/\/www.cnbc.com\/quotes\/AAPL\/\" target=\"_blank\" rel=\"noopener\">Apple<\/a>.<\/p>\n<p>&#8220;Recent developments in AI market continue to be very positive,&#8221; TSMC CEO C.C.\u00a0Wei said in an earnings call, adding that increasing adoption of AI models by consumers has led to more demand for compute, and by extension, semiconductor products.<\/p>\n<p>Bolstered by this growth, Wei said that the company had raised its 2025 revenue growth forecast to the mid-30% range. In July, the company had expected full-year revenue growth of about 30%.<\/p>\n<p>In the July-September quarter, TSMC&#8217;s <a href=\"https:\/\/www.tsmc.com\/english\/dedicatedFoundry\/technology\/platform_HPC\" target=\"_blank\" rel=\"noopener\">high-performance computing<\/a> division, which encompasses artificial intelligence and 5G applications, made up the majority of third-quarter sales, accounting for 57% of revenues.<\/p>\n<p>TSMC said advanced chips, with sizes 7-nanometer or smaller, accounted for 74% of TSMC&#8217;s total wafer revenue in the quarter.\u00a0<\/p>\n<p>In semiconductor technology, smaller nanometer sizes signify more compact transistor designs, which lead to greater processing power and efficiency.\u00a0<\/p>\n<p>Growth in TSMC&#8217;s most advanced chips particularly drove revenue gains in the third quarter, according to Counterpoint Research senior analyst William Li.<\/p>\n<p>&#8220;TSMC&#8217;s robust earnings are a direct reflection of the strong traction at 3nm as well as high utilization at 4\/5nm \u2013 both of which are being driven by ongoing orders from AI GPU and HPC customers and premium smartphone platforms,&#8221; Li told CNBC in a statement.\u00a0<\/p>\n<p>TSMC executives also said Thursday that they were monitoring U.S. tariff developments as Taiwan negotiates for a lower &#8220;reciprocal&#8221; rate and Washington weighs <a href=\"https:\/\/www.cnbc.com\/2025\/08\/06\/trump-tariffs-chips-companies.html\" target=\"_blank\" rel=\"noopener\">industry-specific duties<\/a> on semiconductors. However, TSMC is likely to receive some exemptions.\u00a0<\/p>\n<p>&#8220;We understand there are uncertainties and risks from the potential impact of tariff policies, especially in consumer-related and price-sensitive market segments,&#8221; Wei said, adding that the company would continue to monitor and plan for any impact.\u00a0<\/p>\n<p>TSMC has been investing heavily in facilities in the U.S. \u2014 spending that could help reduce its exposure to tariff impacts.<\/p>\n","protected":false},"excerpt":{"rendered":"The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters&hellip;\n","protected":false},"author":3,"featured_media":307452,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,738,11732,81,149,158,67,132,68],"class_list":{"0":"post-307451","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-breaking-news-technology","11":"tag-business-news","12":"tag-taiwan-semiconductor-manufacturing-co-ltd","13":"tag-technology","14":"tag-united-states","15":"tag-unitedstates","16":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115382601823353496","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/307451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=307451"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/307451\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/307452"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=307451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=307451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=307451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}