According to the financial news app, Taiwan Semiconductor (TSM.US) Chief Financial Officer, Wendell Huang, told investors that the semiconductor foundry expects the electrical utilities cost in China's Taiwan to be higher than in other regions globally. Huang said last month: "Basically, electricity prices have doubled in the past few years. Therefore, we believe that Taiwan's electricity prices will be the highest among all operational regions next year."

Previously, Taiwan Semiconductor stated that the increase in electrical utilities cost will reduce the company's gross margin by about 1 percentage point in 2025. The quarterly gross margin recently announced by Taiwan Semiconductor is 57.8%, about 2 percentage points higher than the company's expectations.

Taiwan Semiconductor maintains a long-term gross margin target of 53% or higher.

Taiwan Semiconductor's stock price has risen by 88% year to date.