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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.

Chip stocks surge after TSMC boosts outlook on soaring AI demand

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Global semiconductor stocks rose on Thursday after Taiwan Semiconductor Manufacturing Co (TSMC) issued a strong revenue forecast and reported record quarterly profits, underscoring surging demand for chips that power artificial intelligence systems.

TSMC — the world’s largest contract chipmaker and a key supplier to Nvidia and Apple — raised its full-year revenue guidance to mid-30% growth, up from around 30%, citing stronger-than-expected AI spending and data center expansion. Analysts say this marks a shift from a cyclical boom to a structural uptrend driven by AI infrastructure demand.

“This isn’t just a transient spike. TSMC’s blowout quarter tells a clear story — this is structural,” said Kate Leaman, chief market analyst at AvaTrade.

The upbeat forecast sent semiconductor stocks higher worldwide. Micron Technology gained about 4%, Broadcom climbed 2.4%, Marvell Technology added 1.3%, and Nvidia rose 1.2%. In Asia, Samsung Electronics advanced 2.8%.

The rally came amid a week of massive AI-related deals, including BlackRock’s $40 billion acquisition of data-center operator Aligned and a partnership between OpenAI and Broadcom to build 10 gigawatts of custom chips — enough to power more than eight million U.S. homes.

The developments reinforce Wall Street’s conviction that AI hardware remains the core driver of tech investment, nearly three years after ChatGPT’s debut. On Wednesday, Salesforce also projected revenue above $60 billion by 2030, driven by rapid AI integration across its cloud services.

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.