TSMC announced its first quarter financial report for 2025.The financial report shows that TSMC’s Q1 revenue was NT$839.25 billion, exceeding the expected NT$835.13 billion, a year-on-year increase of 41.76%; net profit was NT$361.56 billion, a year-on-year increase of 60.3%.
If calculated in US dollars, TSMC’s Q1 revenue was US$25.53 billion, higher than US$18.873 billion in the same period last year, a year-on-year increase of 35.3%. At the same time, TSMC estimates Q2 revenue to be between US$28.4 billion and US$29.2 billion, with an average quarterly increase of nearly 13%.
In terms of wafer sales composition, TSMC’s 3nm process technology Q1 shipments accounted for 22%, 5nm process technology contributed 36%, and 7nm process technology accounted for 15%. Advanced process technologies of 7nm and below account for 73%, and other process technologies account for 27%.
In addition, TSMC announced in March that it intends to invest an additional US$100 billion in advanced semiconductor manufacturing in the United States. TSMC has previously invested US$65 billion to build advanced semiconductor facilities in Phoenix, Arizona, and built two wafer fabs.
TSMC will build on this,The total investment is expected to reach US$165 billion, and the expanded investment plan includes three new wafer fabs, two advanced packaging facilities, and a major R&D team center.
After the Arizona project is completed, it will assume about 30% of TSMC's advanced production capacity of 2 nanometers and above.