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2025-10-16

[News] TSMC Projects Q4 Sales Down 1% QoQ, Up 22% YoY with 60% Margin, Holds $40-42B 2025 Capex

After posting new high net profit in the third quarter, TSMC expects Q4 revenue to range between US$32.2 billion and US$33.4 billion, based on its current business outlook. Assuming an exchange rate of NT$30.6 to the U.S. dollar, management forecasts a gross profit margin of 59% to 61% and an operat...

2025-10-16

[News] Tokyo Electron Builds Major Kumamoto R&D Hub Near TSMC to Advance 1nm Chip Equipment

According to Nikkei, Japan’s leading chipmaking equipment maker Tokyo Electron opened a large research and development center on Wednesday. The new facility aims to strengthen collaboration with TSMC and other partners in advancing next-generation 1nm semiconductor technologies. As the report n...

2025-10-16

[News] TSMC Posts Record Q3 Profit, EPS NT$17.44 Amid AI Surge, Tariff Concerns

TSMC today announced consolidated revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted earnings per share of NT$17.44 (US$2.92 per ADR unit) for the third quarter ended September 30, 2025. As Reuters reported, TSMC’s Q3 profit hit a record high on soaring demand for AI inf...

2025-10-16

[News] Samsung Reportedly Purchasing Two ASML High-NA EUV Tools for Mass Production by 1H26

According to The Korea Economic Daily, Samsung is reportedly set to receive its first high-numerical-aperture (high-NA) EUV scanner — the Twinscan EXE:5200B — later this year, followed by a second unit in the first half of 2026. While the company already operates a research-use high-NA EUV tool ...

2025-10-16

[News] Northern Rare Earth, Baogang Reportedly Raise 4Q Concentrate Prices 37% amid China’s Export Curbs

Around the same time Beijing announced tighter rare-earth export rules on October 9—requiring case-by-case reviews for semiconductor and AI-related materials—China’s two rare-earth giants, Northern Rare Earth and Baogang Group, moved in sync to raise transaction prices for rare earth concentra...

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