TSMC 2025 Annual Report Website

Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics.

Direct beneficiary of AI + advanced-node mix shift (3nm large mix; 2nm ramp expected).

ASML Holding N.V.

Leading-edge lithography intensity is reinforced by 2nm HVM and ramp expectations.

AMAT is an equity of Applied Materials, Inc., a Technology-sector company in the Semiconductor Equipment & Materials industry.

Process complexity at 2nm supports WFE demand and service revenues.

In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applicatio…

Advanced-node etch/deposition intensity tailwind.

More stringent process control needs at 2nm-era nodes.

Relative competitiveness risk if TSMC’s 2nm lead persists and ramps quickly.

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

The source contains only a generic placeholder referencing TSMC’s 2026 Q2 materials (financial statements, presentation, management report, earnings release, transcript) with no actual results, guidance, KPIs, or commentary. It is therefore not actionable for trading beyond identifying the event exists.

A generic notice that TSMC has a 2026 monthly revenue report (consolidated net revenue) on its IR website; it notes figures are unaudited and that reporting is consolidated under TIFRS since 2013. No actual revenue figures or growth rates are provided in the text, so there is no direct, tradable incremental information here.