TSMC makes record NT$398.27B in net profit for Q2

TSMC makes record NT$398.27B in net profit for Q2

2025-07-17

Investors were anticipating TSMC’s Q2 earnings call on Thursday afternoon, not less because of the NTD’s recent sharp rise and the looming risk of US tariffs. The timing of the event also lent an almost cinematic suspense, for it began at 2 p.m., just as air defense drills ended in Taipei. All tension broke when TSMC reported the highest ever net profit for Q2 in the company’s history, at NT$398.27 billion. The gross margin stood at 58.6%, also exceeding expectations.

As soon as the air defense drill alert is lifted, TSMC’s Q2 earnings call begins. The silence just moments ago soon turns into exuberance. Over this period, TSMC made more than US$30 million in consolidated sales, an 11.3% increase compared to Q1. The net profit would’ve looked even better were it not for the NTD’s recent sharp rise, but still, at a 58% gross margin, exceeding projections, TSMC reported the highest-ever Q2 net profit to date for the company, at NT$398.27 billion.

C. C. Wei
TSMC CEO
We have confidence: 43% gross margin and higher. N5 are still very tight in capacity, N3, even tighter, and so we are working hard.

TSMC CEO C. C. Wei says the company has revised up projected consolidated sales for the whole year of 2025, and that they expect to generate consolidated sales between US$31.8 billion to US$33 billion in Q3. He adds that TSMC is also building the second and third US fabs ahead of schedule to meet demand from US clients.

C. C. Wei
TSMC CEO
We are trying very hard to narrow the gap. AI demand is very strong and so is CoWoS capacity.

Wendell Huang
TSMC spokesman
Tariffs are government policy. It’s up to governments to decide, and we respect their decision. Due to systematic uncertainties, we did have some more conservative considerations.

Although the US is yet to reveal how much tariffs it’s going to impose on Taiwan, which is a risk for TSMC, the company still believes earnings per share next year could exceed NT$20, higher than NT$18 this year. With a stellar Q2 performance, TSMC’s American Depositary Receipts rallied and increased more than 6% in value. It seems that most investors have a lot of confidence in the company, too.

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#stocks #investing #TSMC #semiconductors #AI #chips #chipmaking #madeinamerica #tsmcarizona

史上最強Q2 台積電上修全年目標賺3982億超預期

2025-07-17

擔心匯率升值影響到護國神山的營收，各界都在關切今天法說會的內容，卻沒想到晶圓代工龍頭台積電第二季大賺3982.7億、創史上最強第二季，毛利率58.6%也優於預期。

國家警報聲響起，瞬間劃破緊張氣氛。全球關注台積電第二季財報，營收突破300億美元、季增11.3%，就算有匯損不利因素，毛利率還是突破五成八優於預期，大賺3982.7億，創史上最強第二季紀錄！

[[台積電董事長魏哲家]]
“我們有信心，毛利率43%甚至更高，5奈米產能還是很緊，3奈米產能更緊，所以我們會更努力工作”

魏哲家宣布上修全年營收，預估第三季營收介於318億美元到330億美元。為了滿足客戶需求，美國二廠、三廠進度也將提前。

[[台積電董事長魏哲家]]
“我們努力縮小供需差距，AI需求非常強勁，CoWoS的需求量也是”

[[台積電財務長暨發言人黃仁昭]]
“關稅是政府的政策，我們...這是政府的決定，那我們就是尊重，因為整個大環境的不確定性，我們的確也做了一些稍微保守的假設”

儘管台灣關稅還沒開獎，台積電仍預估，明年股利至少20元、高於今年的18塊；台積電繳出史上最強Q2財報，ADR盤前已經飆漲超過6%，投資人拭目以待！

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Do you feel like you are earning what you are worth? The latest data published by Taiwan’s statistics bureau says the average total salary for full-timers in May was NT$65,542. Regular salaries minus bonuses and other allowances stood at NT$50,483. However, the median regular salary stood at NT$38,224, showing that some jobs in Taiwan pay a lot more than others.

Terry has worked as a marketing planner for four years. He has received a raise every year and has stocks in a trust that help him save money. But even for him, it is not easy to reach Taiwan’s average monthly earnings figure of NT$65,542 for May.

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I have roughly ten years of work experience. In the later period, I’ve got some bonuses: year-end bonuses and some for good performances, and if I add them up, I can get closer to this, maybe an average monthly salary of NT$60,000. I personally think that NT$60,000 is actually a very high salary for ordinary office workers.

In May, the average regular wage for full-time workers was NT$50,483. To reach an average total salary of NT$65,542, you need to add on bonuses and overtime. However, Taiwan’s median salary is only NT$38,224, also showing that you need to choose the right industry and position to make money, as there are big discrepancies in wages.

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Relatively high salaries are also due to hours put in overtime. In the electronic components manufacturing industry, average monthly overtime hours stood at 27.8 and for the manufacturing industry it was 17.9. In May, the average total working hours of full-timers averaged 167.7 and the average overtime put in was 9.1 hours.

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Peter Cook exhibition on show at MOCA

Famed British architect and Archigram co-founder Peter Cook is currently exhibiting his works in Taipei. The exhibit explores the duality of Taiwan’s city and natural landscapes through a series of installations and digital prints. FTV reporter Stephany Yang takes us in for a look!

When you first enter the exhibition space, you will see the work "Street of Secrets." This work is Cook’s vision for a future city that coexists with nature. He imagines a city that grows like a forest. The hand-sketched structures along the street aren’t traditional buildings. Instead, they have flora sprouting and resemble different geological formations.

Yian Chen
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For this exhibition at MoCA Taipei, he composed a section that closely reflects the urban street scenes he observed in western Taiwan. From the viewer’s point of view, it evokes the feeling of being on a street. As one moves forward, it feels like entering the work.

At the far end of the exhibition hall is “Inclusive Landscape,” where Cook showcases Taiwan’s eastern mountains and coastlines. The work is a hybrid terrain where buildings are portrayed like geological formations. He depicts a welcoming and accessible area.

Yian Chen
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“Inclusive Landscape” includes elements of natural scenery such as mountains, rivers, and small architectural forms. For this exhibition, two large-scale installations have been created as extensions of Peter Cook’s original drawings—one titled "Street of Secrets" and the other "Inclusive Landscape." Within the space, visitors will see large panels applied across surfaces—these installations are direct reproductions that have been fragmented and reassembled from the original artworks. The goal is to invite viewers to quite literally step into the drawings and immerse themselves in Cook’s architectural universe.

The exhibition presents installations and 13 digital prints inspired by Cook’s travels in Taiwan, where he explores the island’s different identities—the bustling, high-density cities of the west and the tranquil, mountainous landscapes of the east. His work invites new ways of imagining how urban and natural environments can co-exist. Throughout his career, Cook has been creating works that envision the future of architecture.

Yian Chen
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Peter Cook has visited Taiwan multiple times, and through these visits, he observed a striking contrast between the landscapes of eastern and western Taiwan. The west is largely shaped by cities and streets, while the east features mountains and coastlines—two dramatically different landscapes. His drawings are deeply intertwined with his architectural ideas. He uses color and collage-like layering techniques. Throughout his career, Cook has pursued a highly experimental approach to architecture. Whether through drawings or installations, he aims to spark the viewer’s imagination about the future of cities and architecture. One of his past ideas is “Plug-In City,” which envisions architecture as modular components—interchangeable units that can be transported, selected, and assembled into a city.

The exhibit will be held at the Museum of Contemporary Art Taipei until Aug. 10.

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Deputy Secretary-General to the President, Ho Chih-wei, presented the "Presidential Award" to four outstanding coffee producers. Two of the producers own estates located in Alishan and Chiayi.

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