TSMC is expected to report a net profit of T$377.95 billion ($11.41 billion) for the quarter ended Dec. 31, marking a significant increase from T$238.7 billion for the same period last year, highlighting the strong demand driven by the AI chip market.
Brett Simpson, co-founder and senior analyst at Arete Research, emphasized that 2025 will be critical for TSMC as AI customers are projected to continue driving substantial growth, expressing optimism about the company's relationship with the new Trump administration.
TSMC's capital expenditures are expected to exceed last year's investments in 2025, with the company planning to invest over $30 billion in 2024 alone, indicating ambitious growth plans fueled by AI demand.
Despite the positive outlook fueled by AI, TSMC faces challenges including U.S. technology restrictions on China and uncertain import tariffs under President-elect Trump's administration, which could impact their operations.
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