TSMC Q2 Revenue Hits NT$933.79 Billion, Up 38.6% YoY

On July 17, TSMC announced its financial results for the second quarter of 2025, reporting revenue of NT$933.79 billion, marking an 11.3% increase quarter-over-quarter and a 38.6% surge year-over-year. Net income after tax reached NT$398.27 billion, up 10.2% sequentially and 60.7% compared to the same period last year. Earnings per share stood at NT$15.36, reflecting a robust 60.7% annual growth. In USD terms, TSMC's Q2 revenue was approximately $30.07 billion, representing a 44.4% year-over-year increase and a 17.8% sequential gain.

Advanced nodes remained a strong revenue driver, with 3nm process shipments contributing 24% of Q2 wafer sales, while 5nm accounted for 36%, and 7nm contributed 14%. In total, advanced technologies (7nm and beyond) represented 74% of the company's wafer revenue for the quarter.

CEO C.C. Wei emphasized that TSMC's global expansion remains on track, with U.S. operations advancing according to customer needs. The company is building a comprehensive manufacturing ecosystem in Arizona, including advanced packaging capabilities, aiming to become a critical partner for client success and to support the growth of the U.S. semiconductor industry.

For the third quarter, TSMC forecasts revenue between $31.8 billion and $33.0 billion, with a midpoint of $32.4 billion, indicating a projected sequential increase of around 8%. The company also reaffirmed its full-year capital expenditure guidance of $38 billion to $42 billion. In the first half of 2025, TSMC's capital spending totaled $19.69 billion, with $10.06 billion invested in Q1 and $9.63 billion in Q2.