Subject


TSMC


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...

2025-07-14

[News] Stronger Taiwan Dollar Weighs on TSMC’s Q3 Outlook: 5 Key Questions Before July 17 Earnings Call

With TSMC’s earnings call scheduled for Thursday (July 17), all eyes are on the impact of the stronger Taiwan dollar, capex plans, and progress in advanced processes and packaging. However, Economic Daily News and Commercial Times point to a cautious Q3 outlook, factoring in currency headwinds. An...

2025-07-10

[News] TSMC Revenue Plunges 17.7% MoM in June as Strong Taiwan Dollar Hits Foundry Sector

On July 10, TSMC announced its net revenue for June 2025. On a consolidated basis, revenue for the month was approximately NT$263.71 billion, representing a 17.7% decrease from May 2025 and a 26.9% increase compared to June 2024. According to investors cited by Commercial Times, the month-over-month...

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