TSMC reports September revenue growth year-over-year, slight monthly decline

Taiwan Semiconductor Manufacturing Co. (TWSE:2330, NYSE:TSM) reported consolidated net revenue of NT$330.98 billion for September 2025, representing a 1.4% decrease from August 2025 and a 31.4% increase compared to September 2024. The company disclosed these figures Thursday in a statement based on a filing with the U.S. Securities and Exchange Commission.

For the period from January through September 2025, TSMC’s consolidated revenue totaled NT$2,762.96 billion, an increase of 36.4% over the same period in 2024.

The filing also included information on funds lent to other parties. As of the end of September, TSMC Nanjing, a wholly-owned subsidiary, had an outstanding loan balance of NT$14.57 billion, while TSMC Washington had an outstanding balance of NT$1.83 billion.

In the area of endorsements and guarantees, TSMC reported outstanding guarantees of NT$2.54 billion to TSMC North America, NT$198.45 billion to TSMC Global, and NT$333.76 billion to TSMC Arizona, all of which are wholly-owned subsidiaries.

TSMC further disclosed details on financial derivative transactions. As of September 2025, the company reported an outstanding notional amount of NT$210.10 billion in forward contracts not applying hedge accounting, with a mark-to-market loss of NT$1.14 billion and a cumulative unrealized loss of NT$718.75 million. The company also reported a cumulative realized profit of NT$1.88 billion on expired contracts. Subsidiaries in China, Nanjing, and Japan also held forward contracts with varying outstanding notional amounts and unrealized profit or loss positions.

For derivatives applying hedge accounting, TSMC Global reported an outstanding notional amount of NT$644.20 million in futures contracts, with a mark-to-market loss of NT$1.54 million and a cumulative unrealized loss of NT$12.78 million.

All information is based on a press release statement filed with the SEC.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.