- Net Income: NT$361.6B (Est. NT$354.6B) ✅; UP +60.3% YoY
- Revenue: NT$839.3B (Est. NT$846.8B) ❌; UP +41.6% YoY
- Gross Margin: 58.8% (vs. 53.0% YoY)✅
- Operating Margin: 48.5% (vs. 42.0% YoY)
- Net Profit Margin: 43.1%
- Diluted EPS: NT$13.94; UP +60.4% YoY
Segment & Technology Revenue:
- 3nm Revenue Contribution: 22% of total wafer revenue
- 5nm Revenue Contribution: 36%
- 7nm Revenue Contribution: 15%
- Advanced Nodes (≤7nm): 73% of total wafer revenue
Platform Revenue Mix:
- HPC: 59% of total revenue; UP +7% QoQ
- Smartphone: 28%; DOWN -22% QoQ
- IoT: 5%; DOWN -9% QoQ
- Automotive: 5%; UP +14% QoQ
- DCE (Data Center Edge): 1%; UP +8% QoQ
- Others: 2%; UP +20% QoQ
Geographic Revenue Breakdown:
- North America: 77%
- China: 7%
- Asia Pacific (ex-China): 9%
- Japan: 4%
- EMEA: 3%
Capital & Operating Metrics:
- Capex: $10.06B; UP from $5.77B YoY and $7.1B QoQ
- Operating Expenses: NT$85.19B (10.2% of net revenue)
- Non-Operating Gain: NT$23.82B