TSMC's Q3 Net Profit Surges 39% Year-on-Year to Record High

Bloomberg News reported on October 16 that Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest foundry, recorded an all-time high net profit of 452.3 billion Taiwan dollars (approximately 2.0946 trillion yen) in the third quarter of this year, marking a 39.1% increase compared to the same period last year.

This figure significantly surpasses the 417.7 billion Taiwan dollars projected by LSEG SmartEstimate.

EPA Yonhap News

Previously, TSMC had announced its preliminary third-quarter revenue at 990 billion Taiwan dollars, which represents a 30% year-on-year increase and is also a record high.

According to Bloomberg News, "TSMC, which manufactures chips for the world's largest semiconductor design companies including Apple, is poised to be one of the biggest beneficiaries of artificial intelligence (AI) infrastructure investments, which are expected to exceed 1 trillion dollars in the coming years."

However, Reuters noted that it remains unclear how U.S. President Donald Trump's trade policies and the threat of semiconductor tariffs will impact the global semiconductor industry and TSMC.

At the end of last month, U.S. Secretary of Commerce Howard Lutnick called for half of Taiwan's semiconductor production to be relocated to the United States. However, Cheng Li-chun, Taiwan's Vice Premier, stated that Taiwan would not comply with such a proposal.

Previously, President Trump stated last month that tariffs on semiconductors could be set even higher than those on automobiles (25%).

This content was produced with the assistance of AI translation services.