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TSMC lifts full-year revenue forecast on soaring AI demand

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Taiwan Semiconductor Manufacturing Co (TSMC) raised its full-year revenue forecast on Thursday, signaling confidence in the ongoing AI megatrend after posting record quarterly profits that beat expectations.

The world’s largest contract chipmaker now expects mid-30% revenue growth in 2025, up from its previous forecast of around 30%. The company cited booming demand for AI chips, which continues to exceed earlier projections.

“AI demand actually continues to be very strong — stronger than we thought three months ago,” CEO C.C. Wei told investors. “We are also receiving very strong signals from our customers requesting capacity to support their business.”

TSMC reported a 39.1% rise in third-quarter net profit to T$452.3 billion ($14.76 billion), surpassing analysts’ estimates of T$417.7 billion, according to LSEG SmartEstimate data. The company said it remains “prudent” in planning for 2026 amid global trade uncertainty.

The Taiwanese chipmaker supplies giants such as Apple, Nvidia, AMD, and Broadcom, all of whom are expanding their investments in AI-driven data centers. Recent multi-billion-dollar partnerships between OpenAI, chipmakers, and infrastructure providers have reinforced expectations of sustained semiconductor demand.

Despite trade tensions and U.S. tariffs, Wei said he remained optimistic: “Even if the China market was not available, AI’s growth will still be very dramatic.”

TSMC’s shares have risen 38% in 2025, outpacing Taiwan’s broader market, reflecting investor confidence that the company remains central to the global AI hardware boom.

TSMC lifts revenue forecast on surging AI chip demand after record profit

/in /tarafından

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest chipmaker, raised its full-year revenue forecast after reporting a record quarterly profit, citing booming demand for artificial intelligence chips. The results reinforced investor confidence in the AI megatrend, which continues to drive growth across the semiconductor industry despite fears of overheating.

TSMC said it now expects 2025 revenue to grow in the mid-30% range in U.S. dollar terms, up from its previous forecast of around 30%. The company maintained its capital expenditure outlook at up to $42 billion for 2025. “AI demand continues to be stronger than we expected three months ago,” CEO C.C. Wei told analysts, adding that customer requests for expanded capacity remain high.

The company’s robust performance comes amid a flurry of billion-dollar partnerships between AI developers and chipmakers, including OpenAI’s collaborations with Nvidia, AMD, and Broadcom to build massive data center capacity. TSMC manufactures chips for all three, as well as for Apple.

In the July–September quarter, TSMC’s net profit surged 39.1% year-on-year to T$452.3 billion ($14.76 billion), easily beating market expectations of T$417.7 billion. Wei said the company remains confident that demand for leading-edge semiconductors is “real” and will continue through 2026, despite geopolitical uncertainties and potential U.S. tariffs on chip imports.

TSMC shares have risen 38% this year, far outpacing Taiwan’s broader market, as the company cements its dominance in the global AI supply chain.

Meta partners with Arm to boost AI recommendations across Facebook and Instagram

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Meta Platforms announced a new partnership with chip technology firm Arm Holdings to power the AI systems behind its personalization and recommendation engines across Facebook and Instagram. The collaboration marks another milestone for Arm as it pushes deeper into data center and AI computing — areas long dominated by Intel and AMD’s x86 architecture.

Meta will deploy Arm-based data center platforms to run the ranking and recommendation algorithms that determine what users see on its apps. Both companies said the shift will deliver higher performance and improved energy efficiency compared to traditional x86 systems.

Arm, backed by Japan’s SoftBank, provides the chip designs that serve as blueprints for central processing units (CPUs) used in billions of devices worldwide. While its technology already dominates smartphones, it is rapidly expanding into server and personal computer markets.

As part of the announcement, Meta revealed a $1.5 billion investment in a new Texas data center, its 29th facility globally, to support AI infrastructure growth. The two companies also said they have optimized Meta’s AI software for Arm chips and made the improvements open source, allowing developers to freely use and build upon them — a move expected to speed up Arm’s adoption in cloud computing.

Meta and Arm plan to continue refining their joint open-source projects to make AI workloads more efficient and accessible across the industry.