TSMC: Expects Q3 Revenue Of $31.8-33 Bln

July 17 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:

• TSMC: EXPECTS Q3 REVENUE OF $31.8-33 BILLION (VERSUS Q3 2024 REVENUE $23.5 BILLION)

• TSMC: EXPECTS Q3 GROSS MARGIN AT 55.5-57.5% (Q2 58.6%)

• TSMC: EXPECTS Q3 OPERATING MARGIN AT 45.5-47.5% (Q2 49.6%)

• TSMC: SEES 2025 CAPEX AT $38-42 BILLION (VERSUS PREVIOUS FORECAST $38-42 BILLION)

• TSMC: TAIWAN DOLLAR EXCHANGE RATE FLUCTUATION WILL HAVE A SIZABLE IMPACT

• TSMC: IN Q3, TWD APPRECIATION WILL REDUCE OUR GROSS MARGIN

• TSMC: FOREX NOT IN OUR CONTROL

• TSMC: IN Q3, EXPECT BUSINESS TO BE DRIVEN BY STRONG DEMAND FOR OUR LEADING EDGE TECH

• TSMC: IN H2, NOT SEEN ANY CHANGE IN CUSTOMER BEHAVIOUR SO FAR, THERE IS RISK AND UNCERTAINTY FROM TARIFFS

• TSMC: DEMAND FOR CHIPS WILL C0NTINUE TO BE ROBUST

• TSMC: 2025 REVENUE TO INCREASE BY AROUND 30% IN U.S. DOLLAR TERMS (VERSUS PREVIOUS FORECAST OF TO INCREASE BY CLOSE TO MID 20% IN U.S. DOLLAR TERMS)

• TSMC: WE REMAIN MINDFUL OF POTENTIAL TARIFF RELATED IMPACT

• TSMC: WORKING ON SPEEDING UP VOLUME PRODUCTION IN ARIZONA

• TSMC: 5TH, 6TH FAB IN ARIZONA WILL USE EVEN MORE ADVANCED TECH

• TSMC: AROUND 30% OF N2 CAPACITY WILL EVENTUALLY BE IN ARIZONA

• TSMC: WE ARE KEY PARTNER OF U.S. CHIP INDUSTRY

• TSMC: IN JAPAN, SECOND FAB SCHEDULED TO START BUILDING LATER THIS YEAR

• TSMC: DRESDEN FAB IN GERMANY BUILDING IS PROCESSING SMOOTHLY

• TSMC: PLAN TO BUILD 11 WAFER FABS IN TAIWAN IN NEXT SEVERAL YEARS

• TSMC: N2 WELL ON TRACK FOR VOLUME PRODUCTION IN H2 2025

Source text: [ID:]