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TSMC reports Q3 EPS $2.92, consensus $2.51

Revenue was $33.1B, which increased 40.8% year-over-year and increased 10.1% from the previous quarter. Gross margin for the quarter was 59.5%, operating margin was 50.6%, and net profit margin was 45.7%. In the third quarter, shipments of 3-nanometer accounted for 23% of total wafer revenue; 5-nanometer accounted for 37%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 74% of total wafer revenue. “Our business in the third quarter was supported by strong demand for our leading-edge process technologies,” said Wendell Huang, CFO. “Moving into fourth quarter 2025, we expect our business to be supported by continued strong demand for our leading-edge process technologies.”

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