TSM
📈 TSM maintained its 2025 growth forecast, expecting around 20% growth, signaling confidence despite geopolitical tensions.
🤖 The company anticipates its AI-related revenue will double, highlighting the strong and resilient demand for high-end chips crucial for AI development.
💰 TSM reaffirmed its capital expenditure plans ($38-42 billion for 2025), indicating continued investment in capacity even with additional US investment commitments.
@bernardodegarcia:
“Taiwan Semiconductor maintained its growth forecast for 2025 due to prospects that AI revenues will double, suggesting that the world’s largest chip manufacturer could weather a trade war between the United States and China without major problems. Shares of Taiwan Semiconductor suppliers, we have a ton, Tokyo Electron, Lasertech, and others, rose in Tokyo after the leading chip manufacturer for Nvidia and Apple indicated it will stay the course. Taiwan Semi still expects growth of around 20% this year, reflecting a target set in January, and stood firm on its capital spending projection (CAPEX) between $38 and $42 billion for this 2025, despite having revealed in March an additional US investment of $11 billion, an investment that US President Donald Trump celebrated as a victory, pinning the medal on himself. CEO Mr. C.C. Wei highlighted that demand, particularly for high-end chips crucial for AI development, has remained resilient. Where are those AI investments? This may help reassure investors who have gone through turbulent days, to say the least, when US restrictions on Nvidia chip exports to China and a disappointing report from ASML Holdings helped trigger a widespread market sell-off, with the SOX, well, with the SMH, with semiconductors leading the markets mainly downward.”
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