TSMC Q3 Profit to Soar 28% as AI Chip Demand Drives Record Growth | 13 Oct 2025

TSMC Q3 Profit Expected to Soar 28% on Surging Global AI Demand

Taipei, October 13, 2025 — Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, is forecasted to post a 28% year-on-year surge in net profit for the third quarter of 2025, powered by the global boom in artificial intelligence (AI) chips and high-performance computing.

Analysts estimate TSMC’s Q3 net profit will reach T$415.4 billion (about USD 13.5 billion), marking the highest quarterly profit in the company’s history. The expected record reflects the soaring global demand for advanced chips that drive AI models, data centers, and next-generation consumer devices.

According to preliminary guidance, TSMC’s revenue is projected to rise nearly 30% year-on-year, fueled by major orders from Nvidia, Apple, and Microsoft — companies that depend heavily on TSMC’s cutting-edge 3-nanometer and 2-nanometer manufacturing technologies. These chips form the backbone of AI infrastructure and next-generation mobile and computing platforms.

A senior TSMC executive noted,

“Artificial intelligence is transforming every industry. TSMC is leading this revolution by delivering the world’s most advanced chip solutions.”

Despite the upbeat outlook, analysts caution that potential headwinds remain. U.S. trade restrictions, ongoing geopolitical tensions with China, currency fluctuations, and rising production costs could weigh on future earnings. Supply-chain complexity and expansion expenses also pose strategic challenges.

Even so, investor sentiment is overwhelmingly positive. TSMC’s shares have climbed sharply in 2025, reflecting confidence in its leadership within the global semiconductor industry. The AI boom continues to solidify TSMC’s position as a cornerstone of global digital infrastructure and innovation.

Meanwhile, the company is accelerating its international expansion, investing billions of dollars in new fabrication plants in Arizona (U.S.), Japan, and Europe. These projects are designed to enhance supply-chain resilience and meet fast-rising worldwide demand for AI-driven chips.

If TSMC’s official results confirm analysts’ forecasts, it will reaffirm the firm’s dominance in advanced chipmaking and underscore the accelerating influence of AI on the world economy — where semiconductors remain the critical foundation of technological progress.