TSMC Projects 30% Revenue Growth in 2025, Driven by Strong AI Demand

Earnings Call

Jul 17

1. TSMC's Q2 2025 revenue increased 17.8% sequentially to $30.1 billion, exceeding guidance.
2. Q2 gross margin decreased 0.2 percentage points to 58.6% due to unfavorable foreign exchange rates and overseas fab dilution.
3. TSMC expects Q3 2025 revenue to be between $31.8-$33 billion, representing 8% sequential growth.
4. Full year 2025 revenue is projected to increase by around 30% in USD terms, driven by strong AI and HPC demand.
5. TSMC plans to invest $165 billion in U.S. semiconductor manufacturing, including six fabs in Arizona.
6. The company maintains its long-term gross margin target of 53% and higher, despite FX headwinds.
7. TSMC's 2nm technology is on track for production in H2 2025, with 1.4nm scheduled for 2028.
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.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/1166146156"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1166146156\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1166146156?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-17 14:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1166146156","market":"us","top_or_hot":-1,"title":"TSMC Projects 30% Revenue Growth in 2025, Driven by Strong AI Demand","media":"Earnings Call","content":"<br>1. TSMC's Q2 2025 revenue increased 17.8% sequentially to $30.1 billion, exceeding guidance.<br>2. Q2 gross margin decreased 0.2 percentage points to 58.6% due to unfavorable foreign exchange rates and overseas fab dilution.<br>3. TSMC expects Q3 2025 revenue to be between $31.8-$33 billion, representing 8% sequential growth.<br>4. Full year 2025 revenue is projected to increase by around 30% in USD terms, driven by strong AI and HPC demand.<br>5. TSMC plans to invest $165 billion in U.S. semiconductor manufacturing, including six fabs in Arizona.<br>6. The company maintains its long-term gross margin target of 53% and higher, despite FX headwinds.<br>7. TSMC's 2nm technology is on track for production in H2 2025, with 1.4nm scheduled for 2028.<br>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.","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Projects 30% Revenue Growth in 2025, Driven by Strong AI Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Projects 30% Revenue Growth in 2025, Driven by Strong AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002722034\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Call </p>\n<p class=\"h-time\">2025-07-17 14:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br>1. TSMC's Q2 2025 revenue increased 17.8% sequentially to $30.1 billion, exceeding guidance.<br>2. Q2 gross margin decreased 0.2 percentage points to 58.6% due to unfavorable foreign exchange rates and overseas fab dilution.<br>3. TSMC expects Q3 2025 revenue to be between $31.8-$33 billion, representing 8% sequential growth.<br>4. Full year 2025 revenue is projected to increase by around 30% in USD terms, driven by strong AI and HPC demand.<br>5. TSMC plans to invest $165 billion in U.S. semiconductor manufacturing, including six fabs in Arizona.<br>6. The company maintains its long-term gross margin target of 53% and higher, despite FX headwinds.<br>7. TSMC's 2nm technology is on track for production in H2 2025, with 1.4nm scheduled for 2028.<br>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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSM","symbol_name":"台积电","start_time":0,"source_url":"","article_id":"1166146156","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1166146156","pubTimestamp":1752734699,"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":"1. TSMC's Q2 2025 revenue increased 17.8% sequentially to $30.1 billion, exceeding guidance.2. Q2 gross margin decreased 0.2 percentage points to 58.6% due to unfavorable foreign exchange rates and...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电"},"translate_title":"在强劲的人工智能需求推动下，台积电预计2025年收入将增长30%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1},"content_text":"1. TSMC's Q2 2025 revenue increased 17.8% sequentially to $30.1 billion, exceeding guidance.2. Q2 gross margin decreased 0.2 percentage points to 58.6% due to unfavorable foreign exchange rates and overseas fab dilution.3. TSMC expects Q3 2025 revenue to be between $31.8-$33 billion, representing 8% sequential growth.4. Full year 2025 revenue is projected to increase by around 30% in USD terms, driven by strong AI and HPC demand.5. TSMC plans to invest $165 billion in U.S. semiconductor manufacturing, including six fabs in Arizona.6. The company maintains its long-term gross margin target of 53% and higher, despite FX headwinds.7. TSMC's 2nm technology is on track for production in H2 2025, with 1.4nm scheduled for 2028.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.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"earningsCall","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}