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TSMC, ai and Outlook

Bloomberg on MSN · 10h

TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes

Taiwan Semiconductor Manufacturing Co. raised its outlook for 2025 revenue growth, shoring up investors’ confidence in the momentum of the global AI spending spree.

The Motley Fool on MSN · 2h

TSMC Earnings: AI Drives Demand

TSMC has a stranglehold on the leading-node portion of the foundry market, making it the only game in town for AI chip designers like Nvidia ( NVDA 1.06%) and Advanced Micro Devices ( AMD 0.19%). With total planned AI infrastructure investments exploding, TSMC's advanced nodes will remain in high demand for the foreseeable future.

Australian Financial Review · 5h

TSMC lifts 2025 outlook in a big boost for AI demand hopes

The world’s biggest contract chipmaker upgraded its forecast after reporting a better-than-expected 61 per cent jump in net income for the June quarter.

TSMC posts record quarterly profit on AI demand

CNBC on MSN · 18h

TSMC profit surges 61% to record high fueled by AI chip demand

TSMC CEO C.C. Wei said in the earnings call that the company expects its full-year 2025 revenue to rise by around 30% in U.S. dollar terms, supported by growth in artificial intelligence and demand for its most advanced technologies.

Reuters on MSN · 7h

TSMC posts record quarterly profit on AI demand, but wary about tariffs

TSMC , the world's main producer of advanced AI chips, posted record, forecast-beating quarterly profit on Thursday but warned that future income might be hit by U.S. tariffs, though perhaps not until the fourth quarter.

SiliconANGLE · 4h

TSMC’s quarterly profit jumps 60% on continued AI chip demand

The world’s largest contract chipmaker saw its profit jump 61% year-over-year in the three months through June. TSMC closed the quarter with net income of 398.27 billion New Taiwan dollars, or $13.55 billion. Analysts had expected $12.86 billion.

3h

TSMC Q2: AI Growth Is Booming, Yet I'm Holding Off

Taiwan Semiconductor Manufacturing Company Limited stock is currently still experiencing bullish momentum. Click here to find ...

4hon MSN

Chip Maker TSMC's Stock Rises on Upbeat Outlook for Revenue, Strong AI Demand

Taiwan Semiconductor Manufacturing Co. on Thursday boosted its full-year revenue growth projections, as strong AI demand ...

4hon MSN

TSMC stock: 3 big reasons why Taiwan Semi’s sinking margins aren’t concerning

Taiwan Semi's margins inched down in Q2 and are expected to sink further in Q3. But there's reason to remain bullish on TSMC ...

4h

TSMC: The Bull Run Has Only Just Begun

TSMC's 30% growth is driven by soaring AI and HPC chip demand. Click to read more on my updated look at TSM and its Q2 ...

6h

Chipmaking giant TSMC raises 2025 sales forecast amid AI optimism

TSMC’s move underscores resilient demand for high-end chips from the likes of Nvidia, despite earlier doubts brought by China ...

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