Were TSM earning good
4/18/2025 04:09am
**Taiwan Semiconductor Manufacturing (TSMC) has demonstrated strong earnings with robust growth**, as evidenced by the following key points:
1. **Net Income and Revenue Growth**: TSMC reported a net income of $10.97 billion and total revenue of $25.52 billion for the latest quarter ending on March 31, 2025. The net income represents a significant year-over-year growth of 55.49%, while the total revenue shows a year-over-year increase of 37.48%.
|code|Ticker|Name|Date|Total Revenue|Net Income|Diluted EPS|market_code|
|---|---|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|2.075532066094528E10|7.63209337672832E9|0.2946070784|169|
|TSM|TSM.N|TSMC|2024 Q3|2.400291387952794E10|1.02710965176486E10|0.3962085732|169|
|TSM|TSM.N|TSMC|2024 Q4|2.64855419631E10|1.14202185399E10|0.440683095|169|
|TSM|TSM.N|TSMC|2025 Q1|2.551699753252E10|1.096786321054E10|0.4238370572|169|
|code|Ticker|Name|Date|Net Income YoY|market_code|
|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|30.787633690488313|169|
|TSM|TSM.N|TSMC|2024 Q3|57.09087899900334|169|
|TSM|TSM.N|TSMC|2024 Q4|46.73808408104411|169|
|TSM|TSM.N|TSMC|2025 Q1|55.49343258514452|169|
|code|Ticker|Name|Date|Total Revenue YoY|market_code|
|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|34.41455732149009|169|
|TSM|TSM.N|TSMC|2024 Q3|41.54153475216974|169|
|TSM|TSM.N|TSMC|2024 Q4|29.64824565273266|169|
|TSM|TSM.N|TSMC|2025 Q1|37.4784375467821|169|
|code|Ticker|Name|Date|Diluted EPS YoY|market_code|
|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|30.87109585673914|169|
|TSM|TSM.N|TSMC|2024 Q3|56.925851198511964|169|
|TSM|TSM.N|TSMC|2024 Q4|46.51159276854591|169|
|TSM|TSM.N|TSMC|2025 Q1|55.553067902773066|169|
2. **Earnings Per Share (EPS) Growth**: The Diluted EPS for the quarter was $0.42, which represents a substantial year-over-year growth of 55.55%. This indicates a strong profitability period for the company.
3. **Market Reaction and Analyst Optimism**: Despite a slight quarter-over-quarter decline in revenue and a minor revenue shortfall that missed market expectations, TSMC's stock surged by over 2% following the earnings release. Analysts remain optimistic, with a consensus rating of "Outperform" and a projected one-year average target price of $226.74, suggesting a potential upside of 49.50% from the current trading price.
4. **Future Outlook**: TSMC's continued investment in advanced technologies, which contributed to 73% of total wafer revenue, underscores its strong position in innovation. The company's role in advancing AI infrastructure and its projected earnings per share (EPS) of $2.02 for the upcoming quarter, indicating a 46.38% increase from the same quarter of the previous year, further supports the positive outlook.
In conclusion, TSMC's recent earnings report reflects a company that is not only growing but also exceeding market expectations, despite some minor shortfalls. The strong EPS growth, along with robust revenue increases, paints a picture of a financially healthy company with a bright future ahead, supported by analyst optimism and strategic investments in cutting-edge technologies.