---
title: "AMAT's TSMC revenue q/q growth was just 2% in 3QF25. China revenue grew 44% q/q. TSMC and China acco"
description: "AMAT's TSMC revenue q/q growth was just 2% in 3QF25. China revenue grew 44% q/q. TSMC and China account 70%+ AMAT's foundry/logic system revenue. Both are now problematic for the company with reduced "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000203146.md"
published_at: "2025-08-23T16:34:50.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# AMAT's TSMC revenue q/q growth was just 2% in 3QF25. China revenue grew 44% q/q. TSMC and China acco

AMAT's TSMC revenue q/q growth was just 2% in 3QF25. China revenue grew 44% q/q. TSMC and China account 70%+ AMAT's foundry/logic system revenue. Both are now problematic for the company with reduced China and GAA demand.

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.