Q3 2025 Quarterly Market Insights 2 - Flipbook - Page 15
TSMC
• TSMC posted a record Q2 2025 net profit of NT$398.3 billion (≈ US$13.5 billion), up ~60.7% YoY, driven
by strong AI / HPC demand, with revenue rising ~39% to NT$933.8 billion.
• The company has raised its full-year revenue growth forecast to ~30% in US dollar terms (up from
mid-20s prior forecast), citing exceptional demand for high-end chips and favourable trends in
customer orders.
• TSMC is accelerating its 2 nm node ramp, reportedly securing ~15 early customers (including AMD, Intel,
MediaTek) and preparing to expand N2 capable fabs in Taiwan and Arizona to meet demand.
Vishay
• Vishay reported 2Q 2025 revenues of US$762.3 million, with a gross margin of ~19.5%, and a book-to-bill
ratio of 1.02, indicating demand just slightly ahead of shipments.
• The company launched a new automotive-grade SMDY1 ceramic disc safety capacitor series (500VAC /
1500VDC, capacitance up to 4.7 nF) with high humidity robustness for EV/HEV onboard chargers, traction
inverters, and battery management systems.
• At PCIM Asia 2025 in September, Vishay showcased various reference designs and components tailored
for AI infrastructure and EV applications, including 400V/800V power converters, power-distribution and
safety components (resistors, MOSFETs, inductors, film capacitors, etc.) to support next-gen EVs and ADAS.
Company Specific Updates
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