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TSMC May 2025 Revenue Report

Daniel Nenni

Daniel Nenni

Admin
Staff member
HSINCHU, Taiwan, R.O.C. – June 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2025: On a consolidated basis, revenue for May 2025 was approximately NT$320.52 billion, a decrease of 8.3 percent from April 2025 and an increase of 39.6 percent from May 2024. Revenue for January through May 2025 totaled NT$1,509.34 billion, an increase of 42.6 percent compared to the same period in 2024.

1749535455526.png


TSMC Spokesperson​

Wendell Huang
Senior Vice President & Chief Financial Officer
Tel:886-3-5055901

TSMC Deputy Spokesperson​

Nina Kao
Public Relations Division
Tel:886-3-5636688 Ext.7125036
 
Daniel Nenni said:
HSINCHU, Taiwan, R.O.C. – June 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2025: On a consolidated basis, revenue for May 2025 was approximately NT$320.52 billion, a decrease of 8.3 percent from April 2025 and an increase of 39.6 percent from May 2024. Revenue for January through May 2025 totaled NT$1,509.34 billion, an increase of 42.6 percent compared to the same period in 2024.

View attachment 3251

TSMC Spokesperson​

Wendell Huang
Senior Vice President & Chief Financial Officer
Tel:886-3-5055901

TSMC Deputy Spokesperson​

Nina Kao
Public Relations Division
Tel:886-3-5636688 Ext.7125036
Click to expand...

If they'll keep going like that in June-Dec as well, (12/5) * 1509337 = 3622409 M NT$ = * 0.0333934 (~current rate) ~ 120 B$ in 2025

If they'll invest the estimated ~42 B$ in 2025 that is 35% of 2025-revenue. They really need the gross margins of around 55%! Their force of execution must be intimidating to every Foundry competitor

Intel Foundry had 17,5 B$ revenue in 2024, how long / to what extent can Intel Product keep subsidizing the capital investments the coming 5 years to have Foundry operate healthy ?

Quite some Darwinian financial moves may need to be engineered for survival?
https://www.intc.com/news-events/pr...s-fourth-quarter-and-full-year-2024-financial

The Darwinian chair has a formidable task:
https://newsroom.intel.com/board-of-directors

but that seems his professional interest for a long time:
June 2008:
"The critical purpose for bringing Frank Yeary into this position is to strengthen our financial position through strategies that blend public and private support and that take advantage of opportunities, partnerships and alliances," said Birgeneau.
https://newsarchive.berkeley.edu/news/media/releases/2008/06/16_newavc.shtml
 
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