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Taiwan Semiconductor Manufacturing Co. Ltd.

Taiwan Semiconductor Manufacturing Co. Ltd. Q2 2025 Earnings Analysis

Reported on 2025-08-14 / Fiscal Quarter Q2 2025
Revenue Up YoY Sequential Improvement Margin Under Pressure EPS Up YoY Mixed Quarter
Taiwan Semiconductor Manufacturing Co. Ltd. reported Q2 2025 results with relatively stable operating performance.

Revenue grew 38.6% year over year and rose 11.3% sequentially. Margins weakened from the previous quarter, indicating ongoing pressure on profitability. Taiwan Semiconductor Manufacturing Co. Ltd. also posted year-over-year earnings growth, reinforcing a more resilient operating profile.

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Source: Company filings / processed earnings data
Revenue
$933.8B
YoY: 38.6456%
QoQ: 11.2645%
Net Income
$398.3B
YoY: 60.694%
QoQ: 10.15%
EPS (Diluted)
$76.80
YoY: 60.67%
Net Margin
42.7%
YoY: 5.85 pts
QoQ: -0.43 pts
Gross Margin
58.6%
Operating Margin
49.6%
Growth

Revenue trend

Revenue growth stayed positive, supporting a healthier topline trend.

Profitability

Margin and earnings quality

Margins deteriorated from last quarter, indicating weaker profit conversion.

Investor Focus

What matters next

Investors will continue watching execution quality.

Revenue & YoY Growth

Quarterly

Revenue trend and year-over-year growth across recent reported quarterly periods.

Net Income & Net Margin

Quarterly

Net income and net margin trend over recent reported quarterly periods.

Revenue Analysis

Taiwan Semiconductor Manufacturing Co. Ltd. reported $933.8B in revenue for Q2 2025, up 38.6% YoY and up 11.3% QoQ. Positive year-over-year growth suggests healthier revenue momentum.

Revenue Snapshot
Current Quarter $933.8B
Previous Quarter $839.3B
Same Quarter Last Year $673.5B
YoY Change +38.6%
QoQ Change +11.3%

Profitability Analysis

Net income came in at $398.3B, up 60.7% YoY and up 10.2% QoQ. Net margin was 42.7%. Sequential margin deterioration suggests profitability remains under pressure.

Profitability Snapshot
Net Income $398.3B
EPS $76.80
Net Margin 42.7%
QoQ Margin Change -0.4 pts

Frequently Asked Questions

Quick factual answers for this report. Need the why behind them? Ask the report assistant.

What was Taiwan Semiconductor Manufacturing Co. Ltd.'s revenue in Q2 2025?

Taiwan Semiconductor Manufacturing Co. Ltd. reported revenue of $933.8B in Q2 2025.

What was Taiwan Semiconductor Manufacturing Co. Ltd.'s net income in Q2 2025?

Taiwan Semiconductor Manufacturing Co. Ltd. reported net income of $398.3B in Q2 2025.

How did Taiwan Semiconductor Manufacturing Co. Ltd.'s revenue change year over year?

Taiwan Semiconductor Manufacturing Co. Ltd.'s revenue increased by 38.6% year over year in Q2 2025.

What was Taiwan Semiconductor Manufacturing Co. Ltd.'s net margin in Q2 2025?

Taiwan Semiconductor Manufacturing Co. Ltd.'s net margin was 42.7% in Q2 2025.

Related
Taiwan Semiconductor Manufacturing Co. Ltd. Q1 2025 Earnings

Compare this quarter with the previous earnings report.

Related
Taiwan Semiconductor Manufacturing Co. Ltd. Company Overview

Explore company profile, industry, and historical context.

Related
Taiwan Semiconductor Manufacturing Co. Ltd. Revenue & Profit Trends

View more quarterly financial trend pages for this company.

Data Source & Methodology

Financial data is sourced from company filings and internal processed earnings data.

YoY and QoQ values are derived from reported quarterly figures when not directly available.

This page is for informational purposes only and does not constitute investment advice.

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