FACT / 30/09/2025 by TLJ

TSMC’s Q3 2023 Semiconductor Leadership

  • N ews (3)
  • N ews (3)

In the third quarter of 2023, Taiwan Semiconductor Manufacturing Company (TSMC) reported revenue of $17.28 billion, down 10.8% year-over-year due to a cyclical slowdown in global semiconductor demand. Net income was $6.96 billion, reflecting resilient margins of 40%. Revenue from 3-nanometer chips, the industry’s most advanced process, accounted for 6% of total revenue, with 5nm and 7nm nodes contributing 37% and 16%, respectively. TSMC’s leadership in advanced process nodes, serving clients like Apple, NVIDIA, and AMD, supports its 50%+ share of the global foundry market, with $70 billion in capex planned through 2025 to expand U.S. and Japan facilities.

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by CHARLOTTE REED 30/09/2025 73

Cyclical Slowdown Pressures Margins​

An ongoing semiconductor pullback places TSMC

by ROBERT GRASS 30/09/2025 27

Buffett’s Sale Highlights Risks​

Buffett’s 2022 sale of TSMC citing

by CHRISTOPHER MILLER 30/09/2025 25

Outperforming 2025 Semiconductor Picks

TSMC’s inclusion in 2025 picks yielding +50% vs. 6% for the...

by JONATHAN HAYES 30/09/2025 24

Arizona Fab Expansion Drives Growth​

TSMC’s third Arizona fab, starting in June.....

by MICHAEL TURNER 30/09/2025 23

U.S. Investment Mitigates Risks

A $100 billion investment announcement for TSMC’s U.S.....

by VICTORIA ADAMS 30/09/2025 23

Trade War Risks Threaten Revenue

U.S. diplomacy limiting TSMC’s advanced chip

by CHRISTOPHER MILLER 30/09/2025 25

Outperforming 2025 Semiconductor Picks

TSMC’s inclusion in 2025 picks yielding +50% vs. 6% for the...

by JONATHAN HAYES 30/09/2025 24

Arizona Fab Expansion Drives Growth​

TSMC’s third Arizona fab, starting in June.....

by MICHAEL TURNER 30/09/2025 23

U.S. Investment Mitigates Risks

A $100 billion investment announcement for TSMC’s U.S.....

by CHARLOTTE REED 30/09/2025 73

Cyclical Slowdown Pressures Margins​

An ongoing semiconductor pullback places TSMC

by ROBERT GRASS 30/09/2025 27

Buffett’s Sale Highlights Risks​

Buffett’s 2022 sale of TSMC citing

by VICTORIA ADAMS 30/09/2025 23

Trade War Risks Threaten Revenue

U.S. diplomacy limiting TSMC’s advanced chip