TSMC's performance in the third quarter of 2025 exceeded market expectations, with a year-on-year revenue growth of 30%, reaching NT$989.92 billion (approximately US$32.47 billion). This figure not only surpassed analysts' forecast of NT$973.26 billion, but also fell within the range TSMC provided in its July financial forecast (US$31.8 billion to US$33 billion).
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The main factor driving TSMC's revenue growth is the strong demand for artificial intelligence applications, especially the significant increase in orders from clients such as Nvidia and Apple. These companies' technological needs have had a positive impact on the chip manufacturing industry, offsetting the impact of weak chip sales in the consumer electronics market.
Despite poor sales in the consumer electronics sector, TSMC was still able to achieve such growth, demonstrating its market position in high-performance computing and artificial intelligence. TSMC expects to release a more detailed quarterly report on October 16, which will further reveal its financial performance and future outlook.
Globally, the rise of artificial intelligence is redefining the landscape of the technology industry. As a leader in the semiconductor field, TSMC has seized this historic opportunity with its advanced manufacturing capabilities and technological innovations. In the future, TSMC will continue to focus on the market demands of artificial intelligence and high-performance computing to ensure its leading position in the competitive market.
As TSMC continues to expand its layout in the field of artificial intelligence, its market prospects are closely watched. Investors and industry observers are closely monitoring TSMC's subsequent performance, expecting it to maintain this growth momentum and drive the company to new heights.
Key points:
📈 TSMC's third-quarter revenue reached NT$989.92 billion, an increase of 30% year-on-year, exceeding market expectations.
🤖 Strong demand for artificial intelligence applications, especially orders from Nvidia and Apple, have driven performance growth.
📅 TSMC will release a more detailed financial report on October 16, further analyzing future market performance.
