In this episode of Know What You Are Investing, we decode the Q2 2025 results from Taiwan Semiconductor Manufacturing Company (TSMC) — the global leader in advanced chip manufacturing.

Earning Release : July 17,2025

🔹 Revenue Beats & EPS Growth

TSMC posted $30.07 billion in revenue, smashing guidance and growing net income by 60.7% YoY, driven by booming AI and HPC demand. EPS came in at $2.47, beating estimates by $0.16.

🔹 Margin Challenges & FX Headwinds

Despite record results, TSMC faces gross margin pressure from overseas fab ramp-ups (Arizona, Kumamoto) and a strengthening NT dollar. Still, management remains confident in maintaining a long-term gross margin above 53%.

🔹 AI Monetization & Technology Leadership

We explore how AI is driving internal productivity and external demand — including tight supply for 3nm and 5nm nodes, rising interest in on-device AI, and the upcoming shift to 2nm and A16 nodes for next-gen AI acceleration.

🔹 Analyst Q&A & Strategic Insights

Get the inside scoop on analyst concerns, from capacity tightness to tariff risks and the ramp-up of U.S. fabs. Hear how TSMC is investing $165B in U.S. capacity, scaling CoWoS advanced packaging, and launching A14 by 2028.

🔹 Global Expansion Strategy

TSMC isn’t just expanding — it’s building a multi-continent leading-edge chip supply chain, with massive fabs planned across Taiwan, Japan, Germany, and the U.S.

🎙️ Whether you’re a semiconductor investor, AI analyst, or supply chain strategist, this episode gives you a front-row seat to the company powering the world’s digital future.