Chip maker TSMC (TSM) released its net revenue for September 2025 today. Year-over-year, September revenue is up 31.4%, and year-to-date, TSM’s revenue has risen by 36.4% compared to the same time period in 2024. Ahead of TSM’s October 16th earnings release, the stock is climbing.
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Specifically, net revenue for September 2025 was approximately NT$330.98 billion. For January through September 2025, the company brought in revenue of NT$2,762.96 billion.
TSMC, which has thrived on its AI capabilities, boasts Nvidia (NVDA) and Apple (AAPL) among its customers.
Is TSM Expected to Beat Earnings?
Today’s revenue report predicts promising results for the company. Notably, in the past three years, TSMC has missed analyst forecasts only once, in Q4 2024.
Currently, the Consensus EPS Forecast for TSMC is 2.61. Encouragingly, the analyst consensus rating on TSM stock is a Strong Buy, with analysts giving it 8 Buy and 1 Hold ratings over the past three months.
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