Subject


TSMC


2025-07-17

[News] TSMC Accelerates 2nd Arizona Fab Production; Ramp-Up Schedules for Japan, Germany Undisclosed

TSMC CEO C.C. Wei leads the company’s 2025 second quarter earnings call today and shares the latest progress on the company's Arizona facilities. Notably, he says that construction of the second fab in Arizona, which uses the 3nm process, has already been completed, and the company is now working ...

2025-07-17

[News] TSMC Raises 2025 Sales Growth to 30%, Forecasts 8% QoQ USD Revenue Growth amid Exchange Headwinds

With Q2 earnings surging to new high despite strong Taiwan Dollar and tariff risks, TSMC projects its third-quarter revenue to land between US$31.8 billion and US$33.0 billion, which translates into an 8% sequential increase or a 38% year-over-year increase at the midpoint, according to the company....

2025-07-17

[News] TSMC Reports Record Q2 Profit, EPS at NT$15.36 Despite Strong Taiwan Dollar

TSMC today announced consolidated revenue of NT$933.79 billion, net income of NT$398.27 billion, and diluted earnings per share of NT$15.36 (US$2.47 per ADR unit) for the second quarter ended June 30, 2025. Year-over-year, second quarter revenue increased 38.6%, while net income and diluted EPS b...

2025-07-16

[News] Ahead of TSMC Earnings: 10 Brokers Weigh in on Q3 Outlook, Currency Pressures, Capex Plans & More

With TSMC’s earnings call just around the corner (July 17th), foreign and local brokers are lining up with key predictions. While the foundry giant’s Q2 revenue came in strong at $31.9 billion (NT$ 933.80 billion), surpassing guidance of $28.4–29.2 billion, analysts now expect Q3 sales to be r...

2025-07-15

[News] Marvell Reportedly Taps TSMC’s Sub-3nm, Photonics Tech for Next-Gen ASICs

According to TechNews, citing South Korean outlet Chosun Biz, Marvell is reportedly working with TSMC to strengthen its position in the custom ASIC space by leveraging TSMC’s sub-3nm process technology. In addition, the report notes that Marvell is set to adopt TSMC’s silicon photonics technolog...

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