TSMC Q1 Revenue Dips 3.4%, Projects 13% Growth in Q2 Amid AI Demand

Live Track

04-17

TSMC's Q1 2025 earnings call highlights:
1. Revenue: Decreased 3.4% sequentially in NT$ (5.1% in USD) due to smartphone seasonality, partially offset by AI-related demand growth.
2. Gross Margin: 58.8%, down 0.2 percentage points sequentially.
3. EPS: NT$13.94
4. Revenue by Technology: 3nm (22%), 5nm and 7nm (51%), advanced technologies (≤7nm) accounted for 73% of wafer revenue.
5. Q2 2025 Guidance: Revenue between $28.4-29.2 billion, representing 13% sequential increase. Gross margin expected between 57-59%.
6. Capital Budget 2025: $38-42 billion, with 70% allocated for advanced process technologies.
7. Overseas Expansion: Expecting 2-3% margin dilution in 2025 due to overseas fab ramps in Kumamoto and Arizona.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

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Revenue: Decreased 3.4% sequentially in NT$ (5.1% in USD) due to smartphone seasonality, partially offset by AI-related demand growth.<br>2. Gross Margin: 58.8%, down 0.2 percentage points sequentially.<br>3. EPS: NT$13.94<br>4. Revenue by Technology: 3nm (22%), 5nm and 7nm (51%), advanced technologies (≤7nm) accounted for 73% of wafer revenue.<br>5. Q2 2025 Guidance: Revenue between $28.4-29.2 billion, representing 13% sequential increase. Gross margin expected between 57-59%.<br>6. Capital Budget 2025: $38-42 billion, with 70% allocated for advanced process technologies.<br>7. Overseas Expansion: Expecting 2-3% margin dilution in 2025 due to overseas fab ramps in Kumamoto and Arizona.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSM","symbol_name":"台积电","start_time":0,"source_url":"","article_id":"1196959476","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1196959476","pubTimestamp":1744870321,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Live Track","introduction":"real-time reporting","home_visible":1,"id":"1002722034","head_image":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738"},"summary":"TSMC's Q1 2025 earnings call highlights:1. Revenue: Decreased 3.4% sequentially in NT$ (5.1% in USD) due to smartphone seasonality, partially offset by AI-related demand growth.2. Gross Margin: 58.8%,","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电"},"translate_title":"台积电第一季度营收下降3.4%，预计第二季度因人工智能需求增长13%","themeId":"cb111ec290c04a07aded7c5b64b25c02","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1},"content_text":"TSMC's Q1 2025 earnings call highlights:1. Revenue: Decreased 3.4% sequentially in NT$ (5.1% in USD) due to smartphone seasonality, partially offset by AI-related demand growth.2. Gross Margin: 58.8%, down 0.2 percentage points sequentially.3. EPS: NT$13.944. Revenue by Technology: 3nm (22%), 5nm and 7nm (51%), advanced technologies (≤7nm) accounted for 73% of wafer revenue.5. Q2 2025 Guidance: Revenue between $28.4-29.2 billion, representing 13% sequential increase. Gross margin expected between 57-59%.6. Capital Budget 2025: $38-42 billion, with 70% allocated for advanced process technologies.7. Overseas Expansion: Expecting 2-3% margin dilution in 2025 due to overseas fab ramps in Kumamoto and Arizona.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"earningsCall","news_rank":0,"symbols":[],"gpt_button":1,"code":"91000000","status":"200"}}}