The TSMC brand is displayed on a constructing in Hsinchu, Taiwan April 15, 2025.
Ann Wang | Reuters
Taiwan Semiconductor Manufacturing Firm on Thursday reported a 39.1% improve in third-quarter revenue from final 12 months, beating estimates and hitting a contemporary document as demand for synthetic intelligence chips stayed sturdy.
Listed below are the corporate’s outcomes versus LSEG SmartEstimates:
- Income: NT$989.92 billion new Taiwan {dollars}, vs. NT$977.46 billion anticipated
- Web earnings: NT$452.3 billion, vs. NT$417.69 billion
TSMC’s income within the September quarter rose 30.3% from a 12 months in the past to NT$989.92 billion, additionally beating estimates.
Quarter over quarter, internet earnings elevated 13.6%, marking its second consecutive quarter of revenue progress.
TSMC’s high-performance computing division, which encompasses synthetic intelligence and 5G functions, made up the vast majority of third-quarter gross sales, accounting for 57% of revenues.
As Asia’s largest expertise firm by market capitalization, TSMC has benefited from the artificial-intelligence growth, producing superior AI processors for purchasers similar to Nvidia and Apple.
TSMC stated superior chips, with sizes 7-nanometer or smaller, accounted for 74% of TSMC’s complete wafer income within the quarter.
In semiconductor expertise, smaller nanometer sizes signify extra compact transistor designs, which result in better processing energy and effectivity.
Progress in TSMC’s most superior chips drove income positive aspects within the third quarter, in response to Counterpoint Analysis Senior Analyst William Li.
“TSMC’s strong revenues are a direct reflection of the sturdy traction at 3nm in addition to excessive utilization at 4/5nm – each of that are being pushed by ongoing orders from AI GPU and HPC clients and premium smartphone platforms,” Li advised CNBC in a press release.
