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TSMC and the AI boom: sales records despite tariff fears!
TSMC benefits from AI demand and record sales, but faces looming US tariffs and political risks.
TSMC and the AI boom: sales records despite tariff fears!
Taiwan Semiconductor Manufacturing Company (TSMC) is the focus of financial market interest as the company benefits from a booming demand for high-performance chips, fueled in particular by the AI boom. Loud boerse-express.com TSMC is seeing a surge in demand for 3-nanometer and 5-nanometer chips, which play a central role in AI infrastructure and high-performance computing.
In the first quarter of 2025, 3nm chips accounted for 22% of wafer sales, while 5nm and 7nm chips contributed 36% and 15% of the sales distribution, respectively. TSMC is expected to see robust sales and consistent demand for AI accelerator chips in the coming period.
Political risks and expansion plans
However, the situation is complicated by possible US government tariffs on Taiwanese semiconductors. TSMC warns that such measures could affect existing semiconductor projects in the US. These tariffs could not only jeopardize investments in new factories in Arizona, but also result in higher costs for end users, which is increasingly worrying investors.
Nevertheless, TSMC relies on global expansion and technological developments. Investments in Arizona factories will continue, and production of 2-nanometer chips is expected to begin later this year. These chips promise 20% to 30% energy savings compared to the 3nm chips without losing speed. TSMC also plans to launch 1.4 nanometer chips (A14 process) in 2028.
Financial successes and challenges
Financially, TSMC is performing strongly: In the first quarter of 2025, earnings per ADR share rose 60.4% to $2.12 and revenue increased 41.6% to $25.53 billion. Sales of between $28.4 and $29.2 billion are forecast for the second quarter of 2025.
Despite these positive developments, TSMC shares recently experienced a decline of almost 3%. This move could reflect investor nervousness as they weigh the potential of AI and the existing political risks. The company is aware of the challenges and is working to assert itself in a rapidly changing market.
It should be noted that the information provided does not constitute individual investment advice and users are encouraged to conduct their own research. As in finanzmarkt.info emphasizes, investors should be aware of the risks of trading securities and, if necessary, seek qualified advice from a financial advisor.