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Taiwan Semiconductor Manufacturing Company Limited (TSM)
:TSM
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TSMC (TSM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 16, 2025
TBA (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
2.59
Last Year’s EPS
1.95
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 17, 2025|
% Change Since: -2.15%|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong revenue growth, particularly from advanced technologies and platforms like HPC and IoT. However, challenges such as foreign exchange headwinds, margin dilution from overseas fabs, and cautious guidance for the fourth quarter were noted. Despite these challenges, the long-term outlook remains positive due to robust AI and HPC demand.
Company Guidance -
Q3 2025
During TSMC's second quarter 2025 earnings call, the company provided guidance for the third quarter, projecting revenue between TWD 31.8 billion and USD 33 billion, which represents an 8% sequential increase and a 38% year-over-year increase at the midpoint. Gross margin is expected to be between 55.5% and 57.5%, while operating margin is anticipated to range from 45.5% to 47.5%. The guidance was based on an exchange rate assumption of $1 to TWD 29. TSMC also maintained its 2025 capital budget between USD 38 billion and USD 42 billion, despite challenges posed by an unfavorable foreign exchange rate and margin dilution from overseas fabs, such as those in Arizona and Kumamoto. The company remains committed to leveraging its manufacturing technology leadership and large-scale production base to manage these headwinds and achieve a long-term gross margin of 53% or higher.
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.

TSMC (TSM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

TSM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 16, 2025
2025 (Q3)
2.59 / -
1.95
Jul 17, 2025
2025 (Q2)
2.38 / 2.61
1.46678.17% (+1.15)
Apr 17, 2025
2025 (Q1)
2.07 / 2.14
1.34559.33% (+0.80)
Jan 16, 2025
2024 (Q4)
2.19 / 2.19
1.45850.48% (+0.74)
Oct 17, 2024
2024 (Q3)
1.79 / 1.95
1.25855.01% (+0.69)
Jul 18, 2024
2024 (Q2)
1.41 / 1.47
1.12829.96% (+0.34)
Apr 18, 2024
2024 (Q1)
1.30 / 1.34
1.3033.22% (+0.04)
Jan 18, 2024
2023 (Q4)
1.39 / 1.46
1.874-22.20% (-0.42)
Oct 19, 2023
2023 (Q3)
1.16 / 1.26
1.698-25.91% (-0.44)
Jul 20, 2023
2023 (Q2)
1.07 / 1.13
1.529-26.23% (-0.40)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

TSM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 17, 2025
$237.56$245.60+3.38%
Apr 17, 2025
$151.25$151.32+0.05%
Jan 16, 2025
$205.60$213.54+3.86%
Oct 17, 2024
$185.93$204.14+9.79%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Taiwan Semiconductor Manufacturing Company Limited (TSM) report earnings?
Taiwan Semiconductor Manufacturing Company Limited (TSM) is schdueled to report earning on Oct 16, 2025, TBA (Confirmed).
    What is Taiwan Semiconductor Manufacturing Company Limited (TSM) earnings time?
    Taiwan Semiconductor Manufacturing Company Limited (TSM) earnings time is at Oct 16, 2025, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is TSM EPS forecast?
          TSM EPS forecast for the fiscal quarter 2025 (Q3) is 2.59.

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