TSMC reported first-quarter performance in 2025 with total revenue of 839.25 billion Taiwanese dollars, an increase of 41.6% compared to the same quarter in the previous year. In Q1/2024, the net profit was 361.56 billion Taiwanese dollars, up by 60.3%. However, compared to the previous quarter, Q4/2024, revenue decreased by 3.4% and net profit decreased by 3.5%.
Revenue from the Wafer business, involving 3 nanometer technology at 22%, 5 nanometer at 36%, and 7 nanometer at 15%, resulted in advanced technology (7 nanometers and above) accounting for 73% of the total Wafer revenue.
Wendell Huang, TSMC’s CFO, noted that first-quarter revenue was impacted by seasonal factors in the smartphone category but saw growth in AI products with increased demand. The company anticipates revenue growth in the second quarter driven by the rising demand for 3 and 5 nanometer products. Despite risks and uncertainties from import tax hikes, TSMC remains vigilant and closely monitors customer behaviors for any potential changes.
TLDR: TSMC’s Q1 2025 financial report shows increased revenue, particularly in the Wafer business, with a promising outlook for the coming quarters amid market challenges.
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