Know What You Are Investing

TSMC Q3 2025 Earnings Recap — AI Demand, 3nm Growth, and Record Margins


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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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Know What You Are InvestingBy Taweewut Waicharoen