TSMC CFO Wendell Huang provided Q2 2025 financial highlights:
- Revenue increased 17.8% sequentially to $30.1 billion, exceeding guidance
- Gross margin decreased 0.2 percentage points to 58.6% due to unfavorable forex and overseas fab dilution
- EPS was $15.36, up 60.7% year-over-year
- 3nm contributed 24% of revenue, 5nm and 7nm accounted for 36% and 14% respectively
- HPC segment increased 14% QoQ to 60% of revenue

CEO CC Wei provided outlook and updates:
- Expects full year 2025 revenue to increase around 30% in USD terms
- Plans $165 billion investment in U.S. semiconductor manufacturing
- 2nm technology on track for production in H2 2025
- Introduced N2P and A16 as extensions of 2nm family for 2026 production
- 1.4nm development progressing well for 2028 production
Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.