TSMC Maintains Strong 2025 Outlook, Doubles Down on US Expansion

Live Track

04-17

TSMC discussed their Q1 2025 results and future outlook:
1. Q1 revenue was $25.5B, down 5.1% QoQ due to smartphone seasonality, offset by AI demand growth.
2. Q2 guidance: Revenue $28.4-29.2B (13% QoQ growth), gross margin 57-59%.
3. Full year 2025 revenue growth forecast maintained at close to mid-20% YoY.
4. AI-related revenue expected to double in 2025, with strong demand continuing.
5. $100B additional investment planned for Arizona expansion, bringing total US investment to $165B.
6. Overseas fab expansion expected to cause 2-3% margin dilution in 2025, widening to 3-4% in later years.
Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

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Q1 revenue was $25.5B, down 5.1% QoQ due to smartphone seasonality, offset by AI demand growth. <br>2. Q2 guidance: Revenue $28.4-29.2B (13% QoQ growth), gross margin 57-59%.<br>3. Full year 2025 revenue growth forecast maintained at close to mid-20% YoY.<br>4. AI-related revenue expected to double in 2025, with strong demand continuing.<br>5. $100B additional investment planned for Arizona expansion, bringing total US investment to $165B.<br>6. Overseas fab expansion expected to cause 2-3% margin dilution in 2025, widening to 3-4% in later years.<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. 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Q1 revenue was $25.5B, down 5.1% QoQ due to smartphone seasonality, offset by AI demand growth. <br>2. Q2 guidance: Revenue $28.4-29.2B (13% QoQ growth), gross margin 57-59%.<br>3. Full year 2025 revenue growth forecast maintained at close to mid-20% YoY.<br>4. AI-related revenue expected to double in 2025, with strong demand continuing.<br>5. $100B additional investment planned for Arizona expansion, bringing total US investment to $165B.<br>6. Overseas fab expansion expected to cause 2-3% margin dilution in 2025, widening to 3-4% in later years.<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSM","symbol_name":"台積電","start_time":0,"source_url":"","article_id":"1103422950","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1103422950","pubTimestamp":1744873976,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Live Track","introduction":"real-time reporting","home_visible":1,"id":"1002722034","head_image":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738"},"summary":"TSMC discussed their Q1 2025 results and future outlook:1. Q1 revenue was $25.5B, down 5.1% QoQ due to smartphone seasonality, offset by AI demand growth. 2. Q2 guidance: Revenue $28.4-29.2B , gross margin 57-59%.3. Full year 2025 revenue growth forecast maintained at close to mid-20% YoY.4. AI-related revenue expected to double in 2025, with strong demand continuing.5. $100B additional investment planned for Arizona expansion, bringing total US investment to $165B.6. Overseas fab expansion expe","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电"},"translate_title":"台积电维持强劲的2025年前景，加倍加大美国扩张力度","themeId":"cb111ec290c04a07aded7c5b64b25c02","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1},"content_text":"TSMC discussed their Q1 2025 results and future outlook:1. Q1 revenue was $25.5B, down 5.1% QoQ due to smartphone seasonality, offset by AI demand growth. 2. Q2 guidance: Revenue $28.4-29.2B (13% QoQ growth), gross margin 57-59%.3. Full year 2025 revenue growth forecast maintained at close to mid-20% YoY.4. AI-related revenue expected to double in 2025, with strong demand continuing.5. $100B additional investment planned for Arizona expansion, bringing total US investment to $165B.6. 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