Taiwan Semiconductor Manufacturing Company (TSMC) in Hsinch in Taiwan on April 16, 2025.
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Taiwan Semiconductor Manufacturing Company On Thursday he beat Profit expectations For the first quarter, thanks to the continuous increase in demand for AI systems.
Here are TSMC results in the first quarter compared to LSEG consensus: consensus estimates:
- Revenues: $ 839.25 billion new dollars of Taiwan, compared to $ 835.13 billion
- Net income: USD 361.56 billion, compared to USD 354.14 billion
The net income TSMC increased by 60.3% from the same last year to USD 361.56 billion, while net revenues in the March quarter increased by 41.6% to USD 839.25 billion NT.
The company said that advanced technologies, defined as a 7-nanometer and less, constituted 73% of total plate revenues.
The world's largest contractual systems have benefited with AI Boom because he produces advanced processors for customers such as the American chip designer Nvidia.
However, the company stands in front of the wind from the commercial policy of the US President Donald Trump, who placed wide trade tariffs to Taiwan and More terrible export controls on tsmc clients nvidia i AMD.
The export control of semiconductors can also be extended next month as part of “AI diffusion rules“For the first time proposed by Biden administration, additionally limiting the sale of chip producers who use the TSMC foundry.
Taiwan is currently in the face of a total 10% tariff from Trump's administration, which can increase to 32% after a 90-day break of his “mutual tariffs”, unless he does not reach a contract with the USA
As part of the efforts to diversify the supply chains of TSMC, he invests billions in foreign objects, although the lion's part of the production remains in Taiwan.
In the apparent response to Trump's commercial policy, TSMC last month announced plans to invest an additional $ 100 billion in the USA based on $ 65 billion, which he committed to three plants in the USA
On Monday, AMD said soon Production of processor chips In one of the new TSMC facilities based in Arizona, which means that for the first time its systems will be produced in the USA
On the same day, Nvidia announced that she had already done it started the production of Blackwell chips in Arizona TSMC plants. It plans to produce up to half a trillion dollars of AI infrastructure in the USA over the next four years through partners, including TSMC.
TSMC shares listed in Taiwan fell by almost 1%. So far, the shares have lost over 20%.