TSMC Q2 Revenue Surges 17.8%, Q3 Outlook Strong Despite Margin Pressure

Earnings Call

07/17

TSMC reported Q2 2025 revenue of $30.1 billion, up 17.8% sequentially, exceeding guidance. Gross margin slightly decreased to 58.6% due to unfavorable forex and overseas fab dilution. Q3 2025 revenue is projected at $31.8-33 billion, a 38% YoY increase at midpoint. Gross margin is expected to decline to 56.5% in Q3 due to continued forex pressure and overseas fab ramp-up. TSMC maintains its 2025 capex at $38-42 billion.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.

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Gross margin slightly decreased to 58.6% due to unfavorable forex and overseas fab dilution. Q3 2025 revenue is projected at $31.8-33 billion, a 38% YoY increase at midpoint. Gross margin is expected to decline to 56.5% in Q3 due to continued forex pressure and overseas fab ramp-up. TSMC maintains its 2025 capex at $38-42 billion.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.\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSM","symbol_name":"台積電","start_time":0,"source_url":"","article_id":"1177879852","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1177879852","pubTimestamp":1752732714,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Earnings Call","introduction":"real-time reporting","home_visible":1,"id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"summary":"TSMC reported Q2 2025 revenue of $30.1 billion, up 17.8% sequentially, exceeding guidance. Gross margin slightly decreased to 58.6% due to unfavorable forex and overseas fab dilution. Q3 2025 revenue...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电"},"translate_title":"台积电第二季度营收飙升17.8%，尽管利润率面临压力，第三季度前景强劲","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1},"content_text":"TSMC reported Q2 2025 revenue of $30.1 billion, up 17.8% sequentially, exceeding guidance. Gross margin slightly decreased to 58.6% due to unfavorable forex and overseas fab dilution. Q3 2025 revenue is projected at $31.8-33 billion, a 38% YoY increase at midpoint. Gross margin is expected to decline to 56.5% in Q3 due to continued forex pressure and overseas fab ramp-up. TSMC maintains its 2025 capex at $38-42 billion.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. 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