TSMC Q3 2025 Earnings Recap — AI Demand, 3nm Growth, and Record Margins

21/10/2025 16 min

Listen "TSMC Q3 2025 Earnings Recap — AI Demand, 3nm Growth, and Record Margins"

Episode Synopsis

In this episode of Know What You Are Investing Podcast, we decode TSMC’s Q3 2025 earnings — a quarter that exceeded expectations and reinforced its dominance in the global semiconductor market.We break down:💰 Financial results: $33.1B in revenue and 59.5% gross margin — both above guidance⚙️ Technology mix: 3-nanometer and 5-nanometer nodes driving 74% of wafer revenue🧠 AI megatrend: surging data-center and high-performance computing demand🌍 Global expansion: progress in Arizona, Japan, and Germany fabs📊 Analyst takeaways: bullish sentiment balanced against geopolitical and valuation risksHosted by Know What You Are Investing, where we decode the world’s top companies:🔍 What they do🚀 How they grow📊 Why it mattersStay informed. Invest smarter.

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