TSMC Hits New High with $30.07 Billion in Revenue
Taiwan's chip maker, TSMC, has shared its money data for the second part of 2025, showing its best three-month results ever. The firm saw a big 38.6% jump in money made, hitting $30.07 billion. Net money grew even higher, by 60.7% to $12.83 billion.
Top Tech Drives Big Money
The firm's top chip tech led the way in making money. Here is how the chip sales broke down:
- 3nm Tech: 24% of money
- 5nm Tech: 36% of money
- 7nm Tech: 14% of money
These 7nm and better techs made up 74% of their total chip money. For use, high-power computing (HPC) took the top spot at 60%, then phones at 27%. The car and Internet of Things (IoT) areas each made up 5%.
High-Speed Computing and AI Push Growth
TSMC said big need from clients in AI and high-speed computing was key to its high marks. The HPC area ranges wide, from laptop chips to game console parts and big AI tools.
The growth in the size of AI chips means more need for chip making. For example, NVIDIA's Rubin Ultra tools, set to come in 2027, will need four big masks, and will ramp up chip need a lot.
Big Need and Plans to Grow
Right now, the need for TSMC's N5 and N3 tech is so high, they can't make enough fast. Most AI GPUs from big names like AMD and NVIDIA are made using 4nm-like tech, but are moving to newer techs. AMD's Instinct 355X is using TSMC's 3nm now.
To face this big need, TSMC has big plans to grow. They plan to build 11 new chip plants and 4 top packing plants in Taiwan alone. Adding planned spots in Japan, Germany, and the USA, TSMC is set to open over 15 new plants soon, a big jump in the chip world's history.