🔹 Revenue: $35.90B (Est. $35.5B) 🟢; +40.6% YoY, +6.4% QoQ
🔹 Net Profit: $18.1B (Est. $17.0B) 🟢; +58.3% YoY
🔹 Gross Margin: 66.2% (Est. 64.5%) 🟢
🔹 Operating Margin: 58.1%; +9.6 pts YoY
🔹 Net Profit Margin: 50.5%
🔹 CapEx: $11.10B; +10% YoY
🔹 Wafer ASP: $7396; +10% YoY
🔹 EPS: $3.49 per ADR
Segment Performance:
🔹 HPC: 61% of net revenue; +20% QoQ
🔹 Smartphone: 26% of net revenue; -11% QoQ
🔹 IoT: 6% of net revenue; +12% QoQ
🔹 Automotive: 4% of net revenue; -7% QoQ
Other Metrics:
🔹 3nm: 25% of wafer revenue
🔹 5nm: 36% of wafer revenue
🔹 7nm: 13% of wafer revenue
🔹 Advanced technologies (7nm and below): 74% of wafer revenue
🔹 Wafer Shipments: 4,174K 12”-eq.; +28.1% YoY; +5.4% QoQ
🔹 North America: 76% of total net revenue
Capital Return:
🔹 Dividend: NT$6.00 cash dividend for Q4’25
#tsm
🇷🇺 MAX | BiP
