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TSMC Stock Jumps 4% As AI Demand Lifts 2025 Sales Outlook
HomeNews* Taiwan Semiconductor (TSMC) stock rose 4% after raising its 2025 sales growth outlook.
Chief Executive Officer C.C. Wei said demand for AI-related semiconductors remains strong. “AI orders still run hot for Taiwan Semiconductor,” Wei stated, aiming to address concerns that tech companies might reduce spending. He emphasized that the fundamental demand for AI chips is growing, but also noted uncertainty around U.S. tariffs under the Trump administration.
Wei recently told shareholders that AI chip orders are surpassing the company’s current supply capabilities. He reaffirmed guidance that TSMC expects mid-20% sales growth for 2025 in U.S. dollars. TSMC plans to spend another $100 billion to expand manufacturing in Arizona, while also building facilities in Japan, Germany, and Taiwan.
Looking forward, TSMC noted its gross profit margin could decrease from 58.8% to about 58% in the upcoming quarter, as a result of higher costs from overseas expansions. However, the company kept its overall forecast of mid-20% revenue growth for the year, pointing to sustained AI demand. TSMC expects to increase annual sales from $87.9 billion in 2024 to $170.3 billion by 2027.
Billy Leung, investment strategist at Global X ETFs, stated that TSMC is well-positioned thanks to AI momentum. “TSMC results again ease fears of an AI slowdown. Margins hold, demand outlook good, generally reinforces the AI buildout is still well underway.” Leung added that other chipmakers, such as AMD and NVDA, are also set to benefit in the second half of the year.
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