Taiwan Semiconductor Manufacturing Company (TSMC) Headquarters in Hsinchu, Taiwan, April 16, 2025.
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Taiwan semiconductor manufacturing company Thorsay’s day was supposed to be his annual income forecast after his quarterly rhythm Profit expectationsThanks to a continuous increase in the demand for chips of AI.
Here are the results of the first trimester of TSMC versus LSEG’s consensus estimates:
- Income: $ 839.25 billion New Taiwan Dollars, USA
- Net income: NT $ 361.56 billion, vs. NT $ 354.14 billion
The net income of TSMCS increased 60.3% from the same period last year to NT $ 361.56 billion, while the net income in the quarter of March increased 41.6% to NT $ 839.25 billion.
TSMCS High performance computer science The division that covers artificial intelligence and 5G applications promoted sales in the quarter, increasing 7% from the last quarter to represent 59% of total income.
Meanwhile, the company said that advanced technologies, defined as 7 nanometers and less, represented 73% of the total income of the wafer. In semiconductor technology, narrower nanometer sizes mean more compact transist designs, which leads to greater power and processing efficiency.
“Businesses in the fourth quarter were affected by the seasonality of smartphones, partially compensated by the continuous growth of the demand related to AI,” said the CEO of TSMC, CC Wei, in a gain call.
“Going to the second quarter of 2025, we hope that our business will be backed by a strong growth of our 3 nanometers and 5 nanometers technologies,” Hey added.
As the world’s largest contract chips manufacturer, TSMC has constantly benefited from the AI boom, since it produces advanced processors for clients as American chip designer Nvidia.
However, the company faces winds against potentials of the commercial policy of US President Donald Trump, who has taught large commercial tariffs in Taiwan and Stricter export controls In TSMC Nvidia and clients AMD.
Semiconductor export controls could also be extended next month under the “Rules of dissemination of AI“Proposed for the first time by the Biden Administration, further rehearsing the sales of chips manufacturers that use TSMC Foundations.
In the front of the rate, Taiwan currently faces a 10% general tax of the Trump administration and that could increase to 32% after the 90 -day pause of the president of his “reciprocal rates” ends unless he reaches an agreement
“We understand that there are uncertainties and risks due to the potential impact of tariff policies,” said Wei, and said the company has not yet seen changes in customer behavior.
Therefore, TSMC has maintained its prognosis or close to the growth of income from mid -20% in 2025 amid the continuous development of AI.
As part of the efforts to diversify its supply chains, TSMC has been investing billions in facilities abroad, thought that the lion part in its manufacture remains in Taiwan.
In an apparent response to Trump’s commercial policy, TSMC announced plans to invest $ 100 billion last month in the US.
However, in the earning call, Wei apologized that the company is in Discussions about the entry of a joint company That would operate factories of the Intel chips manufacturer.
“TSMC is not dedicated to any discussion with other companies with respect to any joint business, technology or technology license,” he said.
Monday, AMD said soon Processor chips manufacture In one of the new TSMC facilities, based in Arizona, marking the first time its chips will be manufactured in the United States
The same day, Nvidia announced that he has already Start the production of its Blackwell chips In TSMC plants in Arizona. It plans to produce up to half a billion dollars of the infrastructure of AI in the USA during the next four years through partners, including TSMC.
The actions or TSMC fell almost 1%. The shares have lost about 20% so far this year.
