TSMC(US:TSM) 半导体芯闻·2025-08-18 10:48Group 1 - The core viewpoint of the article highlights the strong growth forecast for Taiwan's semiconductor industry, driven by robust global demand for artificial intelligence applications, with an expected revenue increase of over 22% this year [1][2] - The Industrial Technology Research Institute (ITRI) has revised its revenue forecast for Taiwan's semiconductor industry to NT$6.5 trillion (approximately US$216.6 billion), reflecting a year-on-year growth of 22.2%, up from a previous estimate of 19.1% [1] - TSMC has raised its sales growth forecast from 24%-26% to 30%, attributing this increase to the higher computing power required for emerging AI applications, which has boosted global demand for advanced chips [1] Group 2 - The IC manufacturing sector is projected to achieve a revenue of NT$4.36 trillion, representing a year-on-year growth of 27.5%, surpassing the earlier forecast of 23.1% [1] - The pure wafer foundry business, led by TSMC, is expected to reach a revenue of NT$4.16 trillion, with a year-on-year increase of 28.3% [1] - The IC packaging sector is anticipated to grow by 13.5% to NT$480.3 billion, while the IC testing sector is expected to reach NT$230.5 billion, reflecting a growth of 15.2% [2]