Strong Revenue Growth
Revenue increased 11.3% sequentially in NT and 17.8% sequentially in USD, reaching TWD 30.1 billion, exceeding second quarter guidance.
Record EPS and ROE
Second quarter EPS was TWD 15.36, up 60.7% year-over-year, and ROE was 34.8%.
High Demand for Advanced Technologies
3-nanometer process technology contributed 24% of wafer revenue, while 5-nanometer and 7-nanometer accounted for 36% and 14% respectively. Advanced technologies accounted for 74% of wafer revenue.
Strong Platform Growth
HPC revenue increased 14% quarter-over-quarter, accounting for 60% of second quarter revenue. IoT revenue also increased 14%.
Positive AI and HPC Outlook
AI and HPC-related demand remains strong, with expected full-year revenue growth of around 30% in USD terms.