TSMC (TSM) Q2 2025 Earnings Beat Expectations

by MarketNewsData

Headline Results (vs. Estimates):

  • Revenue: NT$933.79B (~$30.07B USD) vs. est. NT$920.52B — Beat
  • EPS (ADR, USD): $2.47 vs. est. $2.28 — Beat

Growth Metrics:

  • Revenue YoY: +38.6%
  • Net Income YoY: +60.7%
  • EPS YoY: +60.7%
  • Revenue QoQ: +11.3%
  • Net Income QoQ: +10.2%

Margins:

  • Gross Margin: 58.6%
  • Operating Margin: 49.6%
  • Net Profit Margin: 42.7%

Technology Mix:

  • 3nm: 24% of wafer revenue
  • 5nm: 36%
  • 7nm: 14%
  • Advanced nodes (≤7nm): 74% total wafer revenue

Commentary:
TSMC delivered a strong quarter with both top- and bottom-line beats, driven by robust demand for advanced process technologies, including 3nm and 5nm. The surge in AI-related semiconductors and datacenter demand likely underpinned the gains.

Bottom Line:
TSMC’s earnings reassert its leadership in advanced foundry tech and highlight the global momentum in AI chip demand.

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