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Jun 30, 2025
TSMC Q2 2025 Earnings Report
TSMC reported strong Q2 2025 results driven by AI and HPC demand.
Key Takeaways
TSMC delivered robust Q2 2025 results with revenue and net income surging, supported by strong demand for advanced nodes such as 3nm and 5nm technologies.
Revenue reached $30.07 billion, up significantly year-over-year
Net income totaled $12.8 billion with a 42.7% net profit margin
Operating cash flow reached $35.2 billion, reflecting strong profitability
TSMC ended the quarter with $81.1 billion in cash and cash equivalents
Forward Guidance
TSMC expects continued strong demand for leading-edge process technologies in Q3 2025.
Positive Outlook
- Revenue expected between $31.8B and $33.0B
- Gross margin expected between 55.5% and 57.5%
- Operating margin expected between 45.5% and 47.5%
- Strong AI and HPC-related demand expected to continue
- Leading-edge process technologies driving growth
Challenges Ahead
- Potential cyclical risks in the semiconductor market
- Exchange rate fluctuations may affect results
- Dependence on continued AI and HPC demand
- Intense competition in advanced nodes
- Global economic uncertainties may impact demand
Historical Earnings Impact
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Avg. Return Before/After Earnings
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