Taiwan Semiconductor Manufacturing Company (or more simply Tsmc) has closed the third quarter 2025 with results that are going well beyond expectations of the market. The global semiconductor giant recorded a Net income of 452,3 billion Taiwan dollars (approximately 12,7 billion euros), in growth of 39,1% on an annual basis and 13,6% compared to the previous quarter.
Il turnover rose to 989,9 billion New Taiwan dollars (about 27,7 billion euros), an increase of 30,3% compared to 2024. Data that have surpassed even the most optimistic analysts' forecasts, signaling a phase of full acceleration for the Asian giant.
Behind the boom in accounts there are two main engines: I'artificial intelligence , mobile, sectors that continue to require increasingly more powerful and efficient chipsIt is no coincidence that TSMC is a strategic supplier to giants like Apple and Nvidia, absolute protagonists of the current global technological race.
Advanced chips: 3 nanometers make the difference
The true push to the margins comes from the most advanced production technologies. 3 nanometer chip They now represent 23% of total wafer revenue, 5-nanometer wafers 37%, and 7-nanometer wafers 14%. In total, solutions equal to or greater than 7 nanometers account for over 70% of revenue. These figures confirm TSMC's competitive advantage over its rivals, starting with Samsung and Intel.
La marginality remains at excellent levels: 59,5% gross margin, 50,6% operating margin, and 45,7% net margin. These figures consolidate the company's role as technological linchpin of the global supply chain of semiconductors, at a time when the trade tensions between Washington and Beijing continue to make every wafer produced on the island of Taiwan strategic.
TSMC: "Technology demand will drive growth"
“Our business in the third quarter was supported by strong demand for next-generation process technologies,” commented Wendell Huang, CFO of TSMC.
Looking ahead to the fourth quarterThe company expects revenue between $32,2 billion and $33,4 billion, with an estimated gross margin of 59% to 61% and an expected operating margin of 49% to 51%. This guidance confirms the group's confidence in the resilience of the technology cycle and the growing demand for advanced chips, especially in the AI and data center sectors.
In addition to the numbers, TSMC's results also reaffirm the strategic centrality of Taiwan in the global semiconductor industry. The future of chips and AI also lies in this technological island in the Pacific, China permitting.
