TSM
📈 TSM reported a significant 42% quarterly revenue increase, surpassing expectations and marking its fastest growth pace since 2022.
📱 Strong demand for AI servers and smartphones, coupled with electronics manufacturers stockpiling inventory ahead of potential U.S. tariffs, fueled the growth.
💰 The company, a key supplier for Apple and Nvidia, reported revenues exceeding NT$839 billion (approx. $25.5 billion USD), beating analyst estimates of NT$830 billion.
@bernardodegarcia:
“Taiwan Semi’s quarterly revenues increased by 42%, an increase higher than expected, reflecting strengthening demand for AI servers and smartphones ahead of the entry into force of U.S. tariffs. This marked Taiwan Semi’s fastest growth pace since 2022. Who said crisis? Electronics manufacturers had stored products in U.S. warehouses in anticipation of potential trade disruptions and shipments. The main chip manufacturer for Apple and Nvidia reported revenues of over NT$839 billion, which is a little over $25.5 billion USD, in the first quarter of 2025. Analysts expected approximately NT$830 billion. The company will present its full quarterly results next week along with its outlook for the current quarter.”
Watch the exact part of the video where @bernardodegarcia talks about Taiwan Semiconductor here:
Watch the video on YouTube
Read more articles analyzing Taiwan Semiconductor (TSM) at the provided link. TSM stock.
