
AI-generated summary
TSMC held a press conference on the 15th and announced its third-quarter financial report. At the same time, the Taiwan stock market hit its sixth-largest closing point that day.
Today (15th), Taiwan stocks fell 1,655.96 points to close at 46,969.87 points, the sixth largest closing point. Later, TSMC held a press conference and announced its third quarter financial report. The gross profit margin was 66.4% and the operating profit margin was 58.7%, exceeding financial forecasts and releasing a lot of bullish news. The Taiwan stock index turned from black to red in overnight trading, but the pre-market trend of TSMC ADR was still down.
According to TSMC's announcement, the consolidated revenue in the third quarter was NT$1.49424 billion, a quarterly increase of 17.6% and an annual increase of 50.9%. The gross profit margin was 66.4%, a quarterly decrease of 1.3 percentage points and an annual increase of 6.9 percentage points. The operating profit margin was 58.7%, a quarterly decrease. 1.6 percentage points, an annual increase of 8.1 percentage points, net profit margin of 51.1%, a quarterly decrease of 4.5 percentage points, an annual increase of 5.4 percentage points; after-tax earnings were 763.06 billion yuan, a quarterly increase of 8%, an annual increase of 68.7%, and after-tax earnings per share of 29.43 yuan.
TSMC's cumulative revenue in the first three quarters was NT$3.898727 billion, with a gross profit margin of 66.8%, an annual increase of 7.8 percentage points, and a operating profit rate of 59%, an annual increase of 9.4 percentage points. After-tax earnings were NT$242.106 billion, an annual increase of 68.5%, and after-tax earnings per share were NT$78.75.
Chairman and President Wei Zhejia also pointed out at the press conference that the demand for AI has not cooled down. With the rapid popularization of agent AI (Agentic AI) and open source models, the market demand for advanced chips continues to expand. He also bluntly stated that all AI companies are cooperating with TSMC.
Despite the bullish news, TSMC ADR fell by $6.17, or 1.44%, to $423.91 at around 5:12 pm Taipei time.
In addition, Taiwan stocks closed down 1,655.96 points today, and the Taiwan Index futures also continued to weaken in night trading. They opened at 46,926.00 points today. At around 4:13 pm Taipei time, they fell 0.28% or 131 points to 46,800 points. However, at 5:12 Taipei time, the index turned red, rising 89 points or 0.19% to 47,020 points.

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