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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.

TSMC Reinforces Commitment to Taiwan with New Domestic Fab Amid Global Expansion

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Taiwan Semiconductor Manufacturing Company (TSMC) reaffirmed its dedication to its home base with the opening of a new chip manufacturing facility in Kaohsiung, Taiwan. The factory, which will produce the company’s most advanced chips using 2nm technology, is expected to create 7,000 tech jobs on the island. This announcement comes amid concerns that TSMC’s significant investment in the United States could dilute its domestic presence.

TSMC’s executive vice president, Y.P. Chyn, made the remarks during a ceremony at the new fab, highlighting the company’s ongoing commitment to Taiwan even as it expands globally. The new facility is slated to begin volume production of 2nm wafers in the latter half of this year, according to the company’s schedule.

Despite its $100 billion investment plan in the U.S., TSMC and the Taiwanese government have both emphasized that a substantial portion of the company’s production will remain in Taiwan. TSMC, often called Taiwan’s “sacred mountain protecting the country,” plays a pivotal role in Taiwan’s economy, and the company’s officials reassured that Taiwan will continue to be at the heart of its operations.

While Taiwan’s Premier Cho Jung-tai expressed gratitude for TSMC’s assurances, noting that the company will always remain a “national team,” the company has also made clear that it intends to meet the growing demand of global customers, which has driven its expansion.

TSMC’s growing presence in the U.S. follows pressure from U.S. President Donald Trump, who has repeatedly criticized Taiwan’s semiconductor dominance and called for more manufacturing to return to the U.S. The concerns over potential tariff impositions highlight the delicate balance TSMC must strike as it manages its global footprint while maintaining its critical role in Taiwan’s economy.