* Taiwan Semiconductor Manufacturing Company press release [https://investor.tsmc.com/english/encrypt/files/encrypt_file/qr/phase4_reports/2025-10/b4f6aa375fd70dc8018f9243dbc204b519de8189/3Q25EarningsRelease_WoG.pdf] (NYSE:TSM [https://seekingalpha.com/symbol/TSM]): Q3 GAAP EPADR of $2.92 beats by $0.32.
* Revenue of $33.1B (+40.8% Y/Y) beats by $1.54B.
* Gross margin for the quarter was 59.5%, operating margin was 50.6%, and net profit margin was 45.7%.
* In the third quarter, shipments of 3-nanometer accounted for 23% of total wafer revenue; 5- nanometer accounted for 37%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 74% of total wafer revenue.
* TSMC Board of Directors Approved NT$5.00 Cash Dividend for the Second Quarter of 2025 and Set December 11, 2025 as Ex-Dividend Date, December 17, 2025 as the Record Date and January 8, 2026 as the Distribution Date (2025/08/12).
* Free cash flow decreased by NT$60.47 billion to an inflow of NT$139.38 billion in 3Q25, as a result of lower operating cash flow.
* Capital expenditures for TSMC on a consolidated basis totaled US$9.70 billion in 3Q25.
MORE ON TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY
* TSMC Earnings: Here's What To Expect As AI Reaches A Fever Pitch [https://seekingalpha.com/article/4829937-tsmc-earnings-heres-what-to-expect-as-ai-reaches-a-fever-pitch]
* TSMC: Cutting Through The Macro Noise Ahead Of Q3 Earnings [https://seekingalpha.com/article/4829504-tsmc-cutting-through-the-macro-noise-ahead-of-q3-earnings]
* TSMC: The Quiet Powerhouse Behind The AI Revolution [https://seekingalpha.com/article/4829383-tsmc-the-quiet-powerhouse-behind-the-ai-revolution]
* ClearBridge Large Cap Value adds TSM and PNC, exits Novo Nordisk and U.S. Bancorp [https://seekingalpha.com/news/4504378-clearbridge-large-cap-value-adds-tsm-and-pnc-exits-novo-nordisk-and-us-bancorp]
* TSMC Q3 Earnings Preview: Analysts see continuing growth as AI craze drives demand [https://seekingalpha.com/news/4504352-tsmc-q3-earnings-preview-analysts-see-continuing-growth-as-ai-craze-drives-demand]
Taiwan Semiconductor Manufacturing GAAP EPADR of $2.92 beats by $0.32, revenue of $33.1B beats by $1.54B
Published 3 weeks ago
Oct 16, 2025 at 5:36 AM
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