TSMC(US:TSM) 智通财经网·2025-08-08 07:01Core Viewpoint - TSMC reported a revenue of NT$323.2 billion (approximately US$10.8 billion) for July, marking a 26% year-over-year increase, indicating accelerated investment in the AI sector [1] Group 1: Financial Performance - TSMC's revenue for the first seven months of the year increased by 38% compared to the same period in 2024 [1] - The company's performance aligns with analysts' expectations of a 25% revenue growth in Q3 [1] Group 2: Market Position and Strategy - TSMC remains the preferred chip manufacturer for AI hardware suppliers like Nvidia and AMD, maintaining a dominant position in the AI chip market [1] - The company is actively enhancing its production capacity to meet the rising market demand [1] Group 3: Impact of Tariff Policies - TSMC's stock price reached a historical high following the announcement of new tariffs on imported chips, benefiting from exemptions due to its investments in the U.S. [1] - Analysts suggest that TSMC and GlobalWafers are likely to benefit from the new tariff policies, while companies with limited U.S. localization, such as UMC and ASE, may face market share risks from U.S. competitors [1] Group 4: Other Business Segments - TSMC continues to hold a significant position in the smartphone chip market, with Sony reporting a gradual recovery in this business segment [1] - Apple's recent financial report indicated a strong revenue growth driven by demand in the Chinese market, with expectations of mid-to-high single-digit year-over-year growth in the upcoming quarter [1]