🎙️ TSMC Q1 2025 Briefing – AI Momentum, U.S. Expansion & Margin Pressures📅 Earning Release: April 17, 2025 📄 Sources: TSMC Q1 2025 Presentation, Transcript, Financial Report In this episode, we break down Taiwan Semiconductor Manufacturing Company’s (TSMC) Q1 2025 performance and outlook:✅ Revenue & Profit Surge: TSMC delivered strong YoY growth with revenue up 41.6% and EPS rising over 60%, fueled by robust demand in High Performance Computing (HPC) and advanced technologies (3nm, 5nm). 📉 Sequential Softness: Margins and revenue dipped slightly QoQ, partly due to an earthquake and the early-stage cost impact from its overseas fabs. 🌎 Global Expansion: TSMC announced a $100B increase in U.S. investment, totaling $165B to build fabs and R&D centers in Arizona. Long-term, this geographic diversification may dilute margins by 2–4% due to higher costs. 🤖 AI Demand Soars: AI-related revenue is set to double in 2025, with CoWoS capacity expansion underway to meet explosive accelerator demand (GPU, ASIC, HBM). 🧠 Next-Gen Tech: Volume production for 2nm starts 2H 2025. A new node, A16, launches in 2026 to push the frontier of HPC and efficiency. 📦 Risks & Outlook: 2Q25 revenue guided at $28.4B–$29.2B, driven by 3nm/5nm strength. However, tariff risks and geopolitical factors remain a watchpoint. 💰 Shareholder Returns: TSMC continues its policy of sustainable and gradually rising dividends—no share buybacks planned.🔊 Tune in as we explore how TSMC balances innovation, global strategy, and profitability in the AI-driven semiconductor race.#TSMC #Earnings #Semiconductors #AI #HPC #Podcast
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com