Hsinchu, Taiwan — Taiwan Semiconductor Manufacturing Company (TSMC) has reported a remarkable third quarter as surging demand from the artificial intelligence (AI) sector drove revenue to $33.1 billion, a record for the company. Tom’s Hardware+2Investopedia+2
Key Financials & Drivers
- TSMC’s net profit jumped sharply to about $14.77 billion. Tom’s Hardware+1
- More than half of TSMC’s wafer sales were linked to AI and high-performance computing (HPC) workloads. Tom’s Hardware+1
- Advanced manufacturing nodes (3 nm, 5 nm, etc.) accounted for the majority of its wafer revenue. Tom’s Hardware+1
Outlook & Strategy
Given the strength of AI-driven demand, TSMC raised its revenue forecast for the full year 2025, now expecting growth in the mid-30% range (in U.S. dollar terms). Tom’s Hardware+3Reuters+3Investopedia+3
Looking ahead, the company expects Q4 revenue to fall between $32.2 billion and $33.4 billion. Investopedia+2Tom’s Hardware+2
To support the ongoing AI boom, TSMC is accelerating expansion of its manufacturing facilities, including projects in the United States and Japan. Reuters+2Investopedia+2
Challenges & Risks
While the outlook is strong, TSMC faces headwinds, such as:
- Foreign exchange fluctuations, which can affect profit margins. Financial Times+2Reuters+2
- The cost of expanding fabs in foreign countries, especially with high capital expenditure commitment. Reuters+1
- Geopolitical tensions and trade policies between key markets (e.g. U.S.–China relations) that may pose supply chain risks. Financial Times+2Reuters+2
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