Overview
- TSMC reported Q3 2025 revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted EPS of NT$17.44, up 6.0% in revenue and 13.6% in net income from Q2.
- In the quarter, wafer revenue was concentrated in leading-edge nodes: 3nm at 23%, 5nm at 37%, and 7nm at 14%.
- The company narrowed 2025 capex guidance to USD 40–42 billion, with roughly 70% targeted to advanced process technologies and the remainder to specialty technologies and advanced packaging/testing.
- An investor letter cited that about 60% of TSMC’s revenue comes from AI and high‑performance computing chips for customers including Nvidia, Apple, Broadcom, Meta, Amazon, and Alphabet.
- Separate reporting says TSMC is entering production of 2nm chips this quarter and has updated its 2025 revenue growth outlook to the mid‑30% range; these details were not presented as official company announcements in the articles.