TAIWAN SEMICONDUCTOR WKN: 909800 ISIN: US8740391003 Kürzel: TSM Forum: Aktien Thema: Hauptdiskussion

$TSM Reports Q1 (NT$) Net 361.6B v 346.8Be, Op 407.1B v 249.0B y/y, Rev 839.3B v 592.6B y/y (TSMC) - Rev $25.5B +35.3% y/y, -5.1% q/q v $25.2Be - Capex $10.1B v $7.1B q/q and $5.8B y/y - Op margin: 48.5% v 42.0% y/y and 49.0% q/q - Gross margin: 58.8% v 53.0% y/y - Comments: In the first quarter, revenue decreased 3.4% quarter over-quarter, as our business was impacted by smartphone seasonality, partially offset by continued growth in AI-related demand. By technology, 3nm process technology contributed 22% of total wafer revenue in 1Q25 while 5nm and 7nm accounted for 36% and 15% respectively. Advanced technologies (7nm and below) accounted for 73% of total wafer revenue. By platform, HPC and Smartphone represented 59% and 28% of net revenue respectively, while IoT, Automotive, DCE, and Others each represented 5%, 5%, 1%, and 2%. Sequentially, revenue from HPC, Automotive, DCE, and Others increased 7%, 14%, 8%, and 20% respectively, while Smartphone and IoT decreased 22% and 9% respectively. From a geographic perspective, revenue from customers based in North America accounted for 77% of total net revenue in 1Q25 while revenue from China, Asia Pacific, Japan, and EMEA (Europe, Middle East, and Africa) accounted for 7%, 9%, 4%, and 3% of total net revenue respectively.