Home / Business and Economy / TSMC Earnings Surge 30% as AI Chip Demand Booms
TSMC Earnings Surge 30% as AI Chip Demand Booms
15 Oct
Summary
- TSMC reports strong Q3 earnings, up over 30% year-over-year
- Driven by surging demand for AI chips from clients like Nvidia and Apple
- Company's advanced node production sees sustained strength
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's leading semiconductor foundry, is poised to report another quarter of impressive growth when it releases its Q3 2025 earnings this Thursday. According to analysts, the company is expected to post earnings per share of around $2.63 on revenue of approximately $31.6 billion, marking a robust 30% increase from the same period last year.
The upbeat forecast follows a sharp 31% year-over-year jump in TSMC's September revenue, which reached NT$330.98 billion (US$10.84 billion). This signals sustained strength across the company's advanced node production, driven primarily by surging demand for its cutting-edge AI chips.
TSMC, a key supplier to tech giants like Nvidia and Apple, has benefited immensely from the persistent rise in AI-driven chip orders. Analysts have revised their earnings and revenue estimates for the company higher in recent months, citing TSMC's strong margins, pricing power, and consistent double-digit earnings growth—all of which support its premium valuation despite ongoing geopolitical and trade risks.
