TSMC okays US$14,981.60M capex and NT$6.0 dividend, updates
TSMC reported its 2025 third-quarter results and approved several board actions.
Rhea-AI Filing Summary
TSMC reported its 2025 third-quarter results and approved several board actions. Third quarter consolidated revenue was NT$989.92 billion, net income was NT$452.30 billion, and diluted EPS was NT$17.44.
The Board approved a cash dividend of NT$6.0 per share for the third quarter of 2025. The record date for common shares is March 23, 2026, the ex-dividend date is March 17, 2026, and payment will be made on April 9, 2026. The ex-dividend date and record date for ADSs will be March 17, 2026.
The Board also authorized capital appropriations of approximately US$14,981.60 million for fab construction, advanced technology and packaging capacity, 2026 R&D investments, sustaining capex, and capitalized leased assets. Additionally, TSMC approved a sale of equipment valued at about US$20–23 million to Vanguard International Semiconductor Corporation, an affiliate.
Positive
- None.
Negative
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Insights
Routine dividend and large capex; strategy intact.
TSMC combined a regular quarterly dividend with a sizable capital appropriation of US$14,981.60 million. The spending targets fab construction, advanced node capacity, advanced packaging, and 2026 R&D and sustaining needs, aligning with its technology roadmap.
Quarterly results show scale with revenue of NT$989.92 billion and net income of NT$452.30 billion, supporting continued cash returns via a NT$6.0 per-share dividend. An equipment sale of US$20–23 million to affiliate VIS is small relative to capex.
Overall, these actions appear consistent with ongoing expansion and capacity planning. Actual production ramps and returns depend on market demand and execution; subsequent disclosures may provide additional detail on project timing and allocation.
FAQ
What did TSM (TSMC) report for Q3 2025 revenue and profit?
What dividend did TSM (TSMC) declare and when are the key dates?
How much capital spending did TSM (TSMC) approve and for what?
Did TSM (TSMC) approve any asset sales?
What was TSM (TSMC) diluted EPS for Q3 2025?
AI-generated analysis. How Rhea-AI works. Not financial advice.
Republic of China
| SIGNATURES | |||||||||||||||||||||||
| Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. | |||||||||||||||||||||||
| Taiwan Semiconductor Manufacturing Company Limited | ||||||||||||||
| Date: November 11, 2025 | By | /s/ Wendell Huang | ||||||||||||
| Wendell Huang | ||||||||||||||
| Senior Vice President and Chief Financial Officer | ||||||||||||||
| TSMC Spokesperson: | Media Contacts: | |||||||||||||
| Wendell Huang Senior Vice President and CFO Tel: 886-3-505-5901 | Nina Kao Head of Public Relations Tel: 886-3-5636688 ext.7125036 Mobile: 886-988-239-163 E-Mail: press@tsmc.com | Baker Li Public Relations Tel: 886-3-5636688 ext.7125037 Mobile: 886-988-932-757 E-Mail: press@tsmc.com | ||||||||||||
This is to report the major financials for the nine months ended September 30, 2025 approved by the TSMC Board of Directors. All figures were prepared in accordance with TIFRS on a consolidated basis. | ||||||||
(In NT$ thousands, except for EPS) | ||
Comprehensive Income Statements Items (for the nine months ended September 30, 2025) | |||||
| Net sales | 2,762,963,851 | ||||
| Gross profit | 1,629,307,143 | ||||
| Income from operations | 1,371,189,264 | ||||
| Income before tax | 1,449,299,639 | ||||
| Net income | 1,209,981,447 | ||||
| Net income attributable to shareholders of the parent | 1,212,138,637 | ||||
| Basic EPS (NT$) | 46.75 | ||||
Balance Sheets Items (as of September 30, 2025) | |||||
| Total assets | 7,354,107,076 | ||||
| Total liabilities | 2,318,529,274 | ||||
| Equity attributable to shareholders of the parent | 4,998,306,972 | ||||