You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
TSMC July 2025 Revenue Report HSINCHU, Taiwan, R.O.C. – Aug. 8, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for July 2025: On a consolidated basis, revenue for July 2025 was approximately NT$323.17 billion, an increase of 22.5 percent from June 2025 and an increase of 25.8 percent from July 2024. Revenue for January through July 2025 totaled NT$2,096.21 billion ,an increase of 37.6 percent compared to the same period in 2024.
TSMC July Revenue Report (Consolidated):
TSMC Spokesperson:
Wendell Huang
Senior Vice President and CFO
Tel: 886-3-505-5901
TSMC Media Contacts
Nina Kao
Head of Public Relations
Tel: 886-3-563-6688 ext.7125036
Mobile: 886-988-239-163
E-Mail: press@tsmc.com
Ulric Kelly
Public Relations
Tel: 886-3-563-6688 ext. 7126541
Mobile: 886-978-111-503
E-Mail: press@tsmc.com
Last week, TSMC’s Board of Directors approved a $20.7B capital appropriation, a significant increase from $15.2B in the prior quarter. The mix shifted toward infrastructure CapEx, while the share for equipment CapEx declined. Out of the total, $7.8B is allocated to advanced-node equipment (down quarter-over-quarter), $2.0B to specialty devices and advanced packaging (up from last quarter’s sharp drop), and $10.9B to infrastructure (up substantially).
The most notable change is the recovery in specialty devices and advanced packaging CapEx. After plunging to $308M last quarter, spending rebounded to $2.0B, though it remains far below the 3Q24 peak of $7.1B, which preceded TSMC’s CoWoS capacity doubling. This suggests packaging expansion is still underway but at a moderated pace heading into 2026.
Infrastructure CapEx surged to $10.9B, now representing more than half of the total budget. This continues a trend since 2Q23, when equipment’s share dropped from a historical average of ~44% to ~39%, as TSMC prioritized long-lead infrastructure—especially for overseas fabs.
Strategically, TSMC’s cautious near-term equipment allocation may limit wafer fab equipment (WFE) demand growth over the next 12–18 months. However, the elevated infrastructure spend positions the company for long-term capacity expansion, ensuring fabs will eventually be fully equipped in the next investment cycle.
Where do you find this list? Seems like it could be useful for thinking about the future prospects of semicap companies as well as for understanding what TSMC is up to.
