--- title: "Earnings report exceeds expectations! Taiwan Semiconductor raises 2025 sales guidance, stock price surges 4%!" description: "Taiwan Semiconductor (TSM) announced its Q2 2025 financial report, with revenue reaching USD 30.07 billion, a year-on-year increase of 44%, and earnings per ADR of USD 2.47, a year-on-year increase of" type: "news" locale: "en" url: "https://longbridge.com/en/news/248918438.md" published_at: "2025-07-17T08:00:48.000Z" --- # Earnings report exceeds expectations! Taiwan Semiconductor raises 2025 sales guidance, stock price surges 4%! > Taiwan Semiconductor (TSM) announced its Q2 2025 financial report, with revenue reaching USD 30.07 billion, a year-on-year increase of 44%, and earnings per ADR of USD 2.47, a year-on-year increase of 68%. The company raised its sales guidance for 2025, expecting sales to grow by approximately 30% this year. Following the release of the financial report, Taiwan Semiconductor's stock price rose by more than 4%, currently reported at USD 248, with a cumulative increase of 21% year-to-date Investment Insights - The demand for high-end AI chips from companies like NVIDIA and AMD remains strong, boosting TSMC's revenue and profits. On July 17, TSMC (TSM) announced its performance for the second quarter of 2025. The financial report shows that the company's revenue for the second quarter was USD 30.07 billion, a year-on-year increase of 44%. Earnings per ADR were USD 2.47, a year-on-year increase of 68% (Note: 1 ADR equals 5 common shares). The operating net profit margin was 49.6%, exceeding the upper limit of guidance. The operating gross profit margin was 58.6%, at the upper end of the guidance range. Overall, TSMC's profits exceeded market expectations. \[Image Source: TSMC Corporate Presentation; TSMC Financial Report Data\] The reason for the profits exceeding expectations is mainly due to the increased proportion of advanced processes. Among them, the shipment volume of 3nm and 5nm processes accounted for 60% of total wafer revenue. \[Source: TSMC Corporate Presentation; TSMC Process\] TSMC estimates that third-quarter revenue will be between $318 million and $330 million, exceeding market expectations. The company stated that the demand for artificial intelligence (AI) is becoming increasingly strong. It has raised its revenue growth outlook for 2025, expecting sales to increase by about 30% this year in dollar terms, higher than the previously forecasted growth rate of around 25%. \[Source: TSMC Official Website; TSMC Performance Outlook\] After the financial report was released, TSMC (TSM) rose more than 4% in after-hours trading, currently reported at $248. Since the beginning of 2025, TSMC's stock price has accumulated a rise of 21% ### Related Stocks - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | LPDDR 6 时代来临!AI 需求太猛,下一代 DRAM 将比预期更快进入市场 | LPDDR6 性能较前代提升 1.5 倍,最快下半年正式商用,英伟达、三星及高通等巨头正积极布局。目前多数 HPC 半导体设计企业考虑并行搭载 LPDDR5X 及 LPDDR6 IP,特别是在 4 纳米及以下先进制程芯片的设计中,需求出现得 | [Link](https://longbridge.com/en/news/276431575.md) | | 黄仁勋预告 “前所未见” 的芯片新品,下一代 Feynman 架构或成焦点 | 黄仁勋预告今年的 GTC 大会上发布” 世界从未见过” 的全新芯片产品,分析认为新品可能涉及 Rubin 系列衍生产品或更具革命性的 Feynman 架构芯片,市场预期 Feynman 架构将针对推理场景进行深度优化。 | [Link](https://longbridge.com/en/news/276310964.md) | | Stratechery 创始人深度访谈:预警 2029 年大规模 “芯片荒”,SaaS 模式将终结,广告才是 AI 终极商业闭环 | Ben Thompson 警告,台积电保守扩产或致 2029 年全球芯片短缺,巨头需分担建厂风险。在对巨头点评中,他认为 Meta 执行力最佳;谷歌混乱但有韧性;亚马逊自研芯片策略面临风险。展望未来,他指出在数字世界高度发达后,“现场” 体 | [Link](https://longbridge.com/en/news/276001569.md) | | 深入了解科磊公司近期的空头头寸 | KLA 公司的空头头寸减少了 14.67%,目前有 260 万股被卖空,占可用股份的 2.21%。交易者平均需要 1.8 天来平仓他们的空头头寸。空头头寸是市场情绪的一个关键指标,下降表明看涨情绪增强。与同行相比,KLA 公司的空头头寸比例 | [Link](https://longbridge.com/en/news/276477320.md) | | 如果您在 5 年前投资了 1000 美元于亚德诺的股票,今天您将拥有这样的收益 | 亚德诺(NASDAQ:ADI)在过去五年中实现了平均年回报率 16.97%,超出市场 4.92%。五年前投资 1000 美元购买 ADI 股票,现在的价值为 2168.43 美元,反映了复利回报的显著影响。该公司的当前市值为 1697.5 | [Link](https://longbridge.com/en/news/276381934.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.