Taiwan Semiconductor Manufacturing Company
(NYSE:TSM), the world’s largest contract chipmaker, has beaten Wall
Street expectations for the first quarter of 2025, driven by surging demand for
AI-related chips and continued strength in its 3nm and 5nm process
technologies. However, the company warned of potential headwinds from global
trade tensions and tariffs.
(Comment Andy: Which is,
according to analysts at Barclays, indicates a conservative stance for
the rest of the year 2025.)
Earnings
Call, as of Jul 17, 2025 official financial Data taken from TSMC website
TSMC Reports Second
Quarter
Financial statements - Consolidated Condensed Balance Sheets
Update: July 17, 2025 Taiwan Semi rises after publishing Q2 profit surges 60%. The chipmaker raises 2025 outlook: *****
TSM — chip-producer for some of the world's largest tech companies, including Apple (AAPL), Nvidia (NVDA) and AMD (AMD) — reported second quarter 2025:
KEY takeaways!!! Year-over-year, second quarter 2025 revenue increased 38.6%, while net income and diluted EPS both increased 60.7%. Compared to first quarter 2025, second quarter results represented a 11.3% increase in revenue and a 10.2% increase in net income. All figures were prepared in accordance
with TIFRS on a consolidated basis.
In US dollars, second quarter revenue was $30.07 billion, which increased 44.4% year-over-year
and increased 17.8% from the previous quarter.
Gross margin for the quarter (Q2/2025) was 58.6%, operating margin was 49.6%, and net profit margin was 42.7%
|
Compareable Quarter Ending |
Gross Profit |
Revenue |
Margin |
|
2024-06-30 |
11.011 B |
20.708 B |
53.2% |
|
2024-09-30 |
13.826 B |
23.908 B |
57.8% |
|
2024-12-31 |
15.595 B |
26.433 B |
59.0% |
|
2025-03-31 |
14.828 B |
25.222 B |
58.8% |
TSMC meldet massives Umsatzplus - 17. Juli 2025, Quelle: itreseller.ch
Auch TSMC profitiert vom KI-Boom und
übertrifft die Erwartungen der Börse. Für das laufende Jahr erwartet das
Unternehmen ein Umsatzplus von 30 Prozent…..
Nachfrage nach KI-Chips bleibt bei TSMC hoch: 3. Juni 2025 - Die
Zollunsicherheit hat nur geringen Einfluss auf die Nachfrage nach KI-Chips von
TSMC, wie der CEO des Unternehmens an der Aktionärsversammlung bekanntgab. Die
KI-Nachfrage übertreffe stets die Produktion.
Taiwan Semiconductor Stock Alert: Expect Unstoppable Growth From TSM
When one of your biggest customers is breaking records, your own results will soar
May 24, 2024 · By Rich Duprey, InvestorPlace Contributor
Taiwan Semiconductor Manufacturing (TSM) has no worries about future growth after Nvidia reported blowout earnings. Nvidia is TSM’s second-largest customer and it can’t keep up with demand for its AI chips.
Demand for Taiwan Semiconductor’s services is driving the growth of its stock.
Nasdaq Pre-market 17.07.2025 https://finance.yahoo.com/quote/TSM/