TSMC stands firm on growth expectations in 2025 despite the trade war between the United States of China
The Taic Circuit Manufacturer, TSMC, the world’s leading company, has maintained optimistic growth forecast for 2025 despite the installation of geopolitical tensions between the United States and China.
The company expects to double the revenues of artificial intelligence and a growth ranging between 20 and 30 percent this year
TSMC It also maintained the dropping of capital from 38 billion dollars to $ 42 billion for 2025. CC WeI CEO, the high -end chips necessary to develop artificial intelligence are still high demand. Wei added that TSMC will carefully monitor any possible effects on demand on the market.
TSMC exceeds profit expectations
The semiconductor manufacturer in Taiwan has reported a better quarterly profit than expected shortly after customers rush to store advanced edge chips in anticipation of global trade turmoil raised by the American customs tariff.
During that period, the main Chipmaker company told Nvidia Corp and Apple Inc. On the net of March quarter income of 361.6 billion dollars ($ 11.1 billion). On the other hand, TSMC has reported a 42 % better increase in the revenue of that period, in part due to the storage of laptops, smartphones and other electronics in anticipation of a possible trade war.
Reports indicate that investors are closely watching the upcoming TSMC offer. Their main focus is on the company’s revenues and spending projections for 2025, which is expected to be revealed by executive officials soon.
However, despite this huge increase in the expected company’s revenue and growth prospects for this year, the technology industry around the world is experiencing anxiety.
This was created a few days later, as American restrictions have reduced the export of NVIDIA chips to China and a disappointing report from ASML, which has held NV reduced semiconductor forecasts. These two main players have recently witnessed a decrease in the market value of $ 200 billion.
Meanwhile, the market is still concerned about how definitions affect the global economy and the semiconductor sector, which provides important ingredients for almost every industry around the world.
Economists reduce their expectations for the growth of Global GDP due to Trump’s trade war, raising concerns about the future of everything from computing to demand for iPhone.
The risk of analysts on TSMC forecast for 2025 as a commercial pressure
In the wake of the growing anxiety in the technology sector, analysts asked whether major technology companies such as Microsoft Corp. Meta Platforms will continue to buy NVIDIA chips at the same rate in 2025, even before Washington imposed an additional tariff on a large part of the world that was reversed later.
The high uncertainty was clarified in a recent statement by analysts Stephen Tsang and Charles Shom.
Based on the statement, although ASML orders amounting to $ 1.2 billion for EUV systems (UV rays) during the first quarter, has set the highest new level for 83 years, the TSMC growth path is unclear. This was probably due to the expansion of the TSMC capacity and a low comparison base.
The statement continued that for the main customers in TSMC, such as NVIDIA and Apple, American export controls on some AI chips (such as NVIDIA H20) and potential tariffs that apply to semiconductor imports created a large barrier to the request. As a result, these obstacles can eventually hinder TSMC’s ability to increase the ability and increase revenues as planned.
Therefore, analysts wonder whether TSMC will change sales growth expectations in the middle of 20 % for the year 2025 in light of each uncertainty.
In addition, investors will search for any changes in spending plans after TSMC unexpectedly announced an additional investment of $ 100 billion.
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