Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Q4 FY25 Earnings Call

Strong AI-led demand supports accelerated growth and investment, but capacity expansion and new-node ramps pressure near-term margins.

Q4 FY25 results, source: company transcript and SEC filings
QuarterQ4 FY25
Call date2026-01-16
Length78 minutes
EPS$3.14
EPS consensus$2.82

What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.

Other quarters: Q3 FY25 · Q2 FY25

Read the full Q4 FY25 earnings call transcript

All TSM earnings · Back to TSM overview

Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.