TSMC(US:TSM) 智通财经网·2025-07-17 08:30Core Viewpoint - TSMC has raised its revenue growth forecast for 2025, reflecting strong demand for AI-related chips and boosting investor confidence in the AI investment trend [1][2] Group 1: Revenue Growth and Financial Performance - TSMC increased its sales growth forecast for this year from the mid-20% range to approximately 30%, with Q3 revenue expected to be between $31.8 billion and $33 billion, significantly up from $23.5 billion year-over-year and $30 billion quarter-over-quarter [1][5] - The company's net profit surged by 61% to a record NT$398.3 billion (approximately $13.5 billion) in Q2, with a prior revenue growth of 39% [5] Group 2: Market Sentiment and AI Demand - The optimism surrounding AI remains strong, with TSMC's performance alleviating concerns about a slowdown in AI development [2][4] - The growth engine for TSMC is primarily driven by robust demand for AI-related chips, especially those using advanced processes below 7nm, indicating a sustainable demand growth as AI continues to penetrate various industries [2] Group 3: Strategic Shifts and Future Outlook - TSMC has successfully transitioned from a smartphone market leader to a focus on AI chip-driven strategies, with high-performance computing now contributing 60% of its revenue [7] - The company maintains its capital expenditure plan of $38 billion to $42 billion for this year and continues to expand its capacity in the U.S., Japan, Germany, and Taiwan [7]