2D·

TSMC Q3 Earnings Beat

$TSM (-1,36 %)


• Net income NT$452.3B vs. est. NT$405.5B

• Revenue NT$989.9B ($33.1B) vs. est. $31.5B

• Operating margin 50.6% (prev. 47.5%)

• Gross margin 59.5% (prev. 57.8%)

• Capex $9.7B (Q3) | $29.3B (9M 2025)


• 3nm contributed 23% of wafer revenue; 5nm and 7nm 37% and 14%

• Advanced nodes (≤7nm) = 74% of wafer revenue

• Revenue by region: 76% North America, 9% APAC, 8% China, 4% Japan, 3% EMEA

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