TSMC Q2 2025 Earnings Call Transcript: Jeff Su Discusses Operations and Guidance

TSMC's Q2 2025 earnings conference call is being hosted by Jeff Su, Director of Investor Relations. TSMC's Senior Vice President and CFO, Wendell Huang, will summarize operations and provide guidance for Q3 2025. Chairman and CEO, Dr. C.C. Wei, will also address key messages. A Q&A session will follow. The call is being webcast live on TSMC's website.

TSMC (TWSE: 2330, NYSE: TSM) has released its second-quarter 2025 earnings report, showcasing robust financial performance and strategic expansion plans. The company reported consolidated revenue of NT$933.79 billion (US$30.07 billion), a 38.6% year-over-year increase, and net income of NT$398.27 billion (US$12.93 billion), representing a 60.7% year-over-year increase [1]. The gross margin for the quarter was 58.6%, operating margin was 49.6%, and net profit margin was 42.7%.

Wendell Huang, Senior Vice President and Chief Financial Officer of TSMC, attributed the strong performance to continued robust demand for AI and high-performance computing (HPC) chips. Advanced technologies, such as 3-nanometer, 5-nanometer, and 7-nanometer nodes, accounted for 74% of total wafer revenue [1]. TSMC's strategic expansion in the United States and Japan is expected to drive future growth, with the company anticipating revenue between US$31.8 billion and US$33.0 billion for the third quarter of 2025 [1].

The earnings call, hosted by Jeff Su, Director of Investor Relations, and featuring Wendell Huang and Chairman and CEO Dr. C.C. Wei, will provide further insights into TSMC's operations and guidance for the upcoming quarter. The call is being webcast live on TSMC's website.

References:
[1] https://www.hpcwire.com/off-the-wire/tsmc-gains-61-profit-boost-in-q2-as-ai-and-hpc-orders-surge/
[2] https://semiwiki.com/forum/threads/tsmc-reports-second-quarter-revenue-increased-44-4-year-over-year.23199/
[3] https://www.ainvest.com/news/tsmc-2025-earnings-strategic-expansion-assessing-margin-resilience-global-manufacturing-keys-sustained-competitive-advantage-2507/