Catenaa, Friday, October 24, 2025- Taiwan Semiconductor Manufacturing Company (TSMC) reported a 39.1% increase in third-quarter profit from a year earlier, surpassing estimates and setting a new record as demand for artificial intelligence chips continues to climb.
The chipmaker posted revenue of NT$989.92 billion, exceeding the NT$977.46 billion expected by analysts, while net income reached NT$452.3 billion, beating the NT$417.69 billion forecast.
Revenue rose 30.3% year-on-year, and net income increased 13.7% from the previous quarter.
TSMC CEO C.C. Wei attributed the growth to strong AI adoption, noting that consumer use of AI models has intensified demand for computing and advanced semiconductors.
He said the company had raised its 2025 revenue growth forecast to the mid-30% range, up from an earlier projection of 30%, while expanding its annual capacity investment floor to $40 billion from $38 billion.
High-performance computing, including AI and 5G applications, accounted for 57% of revenue, with advanced chips of 7-nanometer or smaller comprising 74% of total wafer revenue. Analysts cited strong demand for 3nm chips and high utilization of 4/5nm nodes as key drivers.
TSMC executives also highlighted ongoing monitoring of U.S. tariff developments, negotiating for lower reciprocal rates while investing in US facilities to mitigate potential impacts. Taiwan’s largest technology firm has seen shares rise more than 38% this year, bolstered by its dominant position in AI and high-performance semiconductors.
