On October 16, China's Taiwan Semiconductor Manufacturing Corporation (TSMC) announced that its third-quarter profit increased 39.1% year-on-year, exceeding forecasts and reaching an all-time high, thanks to strong demand for artificial intelligence (AI) chips.
According to the released figures, TSMC's third-quarter revenue reached 989.92 billion TWD (33.1 billion USD), exceeding the expected 977.46 billion TWD (31.9 billion USD), while net profit reached 452.3 billion TWD (14.7 billion USD), higher than the forecast 417.69 billion TWD (13.6 billion USD). Compared to the second quarter, the profit increased by 13.7%.
As Asia's most valuable tech company, TSMC benefits directly from the AI wave by manufacturing advanced processors for Nvidia, AMD and many others.
TSMC CEO CC Wei said the rapid popularity of consumer AI models “is driving demand for computing and semiconductor products,” adding that “confidence in the global AI trend is getting stronger.”
Thanks to this momentum, TSMC raised its 2025 revenue growth forecast to about 35%, compared to the 30% level given in July, and increased its investment budget for capacity expansion to at least $40 billion, higher than the previous $38 billion.
In the third quarter, the high-performance computing (HPC) segment - which includes AI chips and 5G applications - accounted for 57% of total revenue, while advanced chips of 7 nanometers or less accounted for 74% of wafer revenue.
According to Counterpoint Research, strong growth comes from 3nm and 4/5nm chip orders, serving the needs of AI GPUs, servers and high-end phones.
TSMC said it is closely monitoring the new US tax policy, while emphasizing that investing heavily in factories in the US will help reduce risks from tariff measures.
Since the beginning of the year, TSMC shares have increased by more than 38%./.
Source: https://www.vietnamplus.vn/tap-doan-tsmc-lap-ky-luc-loi-nhuan-moi-nho-nhu-cau-chip-ai-bung-no-post1070900.vnp
Comment (0)