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Chronicles

The story behind the story

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TSMC reports Q2 net income up 61% YoY to ~$13.5B, beating est. every quarter since 2021, and raises its 2025 sales growth guidance in USD from mid-20% to 30%

Taiwan Semiconductor Manufacturing Co. raised its outlook for 2025 revenue growth, shoring up investors' confidence in the momentum of the global AI spending spree.

Bloomberg Debby Wu

Discussion

  • @aschilling Andreas Schilling on x
    TSMC reports its 2nd quarter numbers and here is my quarterly graphical representation of revenue by technology. [image]
  • @skundojjala Sravan Kundojjala on x
    TSMC 2Q25; Beats the high-end of rev guidance, despite FX impact, GM close to high-end of the guidance and OPM > high-end guidance. 2Q25 vs 2Q24 Revenue: $30.070B (+44%) Gross Margin: 58.6% (53.2%) Operating Margin: 49.6% (42.5%) CapEx: $9.6B (+51%) Wafer Shipments: [image]
  • r/hardware r on reddit
    TSMC Q2 profit surges 60%, reaches historic high