Description
Taiwan Semiconductor (TSMC) Is Going BIG: Advanced Nodes Set to Dominate the AI Boom!
Taiwan Semiconductor Manufacturing Company (TSMC) reported a robust performance for the third quarter of 2025, reflecting its strong position in the global semiconductor industry. The company achieved a 10.1% sequential increase in U.S. dollar revenue, reaching $33.1 billion, marginally surpassing its guidance. This growth was primarily driven by the increased demand for advanced process technologies, with 3nm technology contributing 23% of wafer revenue. The 5nm and 7nm nodes together accounted for an impressive 51% of the quarter’s revenue. TSMC’s gross margin improved to 59.5%, a 0.9-point increase sequentially. This improvement was attributed to cost reduction efforts and enhanced capacity utilization despite facing headwinds from unfavorable foreign exchange rates and the dilution impact from overseas fabs. The operating margin also increased, reaching 50.6%. TSMC reported an EPS of TWD 17.44, reflecting a significant year-over-year growth of 39%.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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