TSM
📈 Taiwan Semiconductor (TSM) reported a staggering 48% year-over-year revenue increase in April, reaching over $11.6 billion in monthly sales, significantly beating analyst expectations for Q2.
🌍 This surge highlights strong demand as electronics companies, including key customers Apple and Nvidia, rush to secure essential semiconductor components amidst global trade tensions and potential tariff implementations.
💪 Despite broader economic uncertainties due to trade wars, TSM emphasizes resilient demand, particularly for high-end chips crucial for Artificial Intelligence development, positioning it as a key barometer for global tech spending.
@bernardodegarcia:
“Let’s finish now with Taiwan Semiconductor, TSM. Taiwan Semiconductor. I just had a mental blank. Anyway, Taiwan Semiconductor’s revenue increased by 48% in April, highlighting the struggle of electronics companies to acquire essential components before global tariffs come into effect. The main chip manufacturer for Apple and Nvidia reported monthly sales of over $11.6 billion. This contrasts with the average analyst estimate of a 38% increase in second-quarter revenue. Trump’s trade war is prompting economists to restructure global GDP forecasts, casting doubt on prospects for everything from iPhone demand to IT and data center construction. However, Taiwan Semi, a barometer of global technology spending given its central role in the supply chain, has emphasized that demand remains resilient, including for high-end Nvidia chips crucial for artificial intelligence development.”
Watch the exact part of the video where @bernardodegarcia talks about Taiwan Semiconductor here:
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Read more articles by the world’s top 100 analysts on Taiwan Semiconductor (TSM) at the following link. TSM stock.
