In this episode of Know What You Are Investing Podcast, we decode TSMC’s Q3 2025 earnings — a quarter that exceeded expectations and reinforced its dominance in the global semiconductor market.
We break down:
💰 Financial results: $33.1B in revenue and 59.5% gross margin — both above guidance
⚙️ Technology mix: 3-nanometer and 5-nanometer nodes driving 74% of wafer revenue
🧠 AI megatrend: surging data-center and high-performance computing demand
🌍 Global expansion: progress in Arizona, Japan, and Germany fabs
📊 Analyst takeaways: bullish sentiment balanced against geopolitical and valuation risks
Hosted by Know What You Are Investing, where we decode the world’s top companies:
🔍 What they do
🚀 How they grow
📊 Why it matters
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