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TSM Defies Volatility With Robust AI Demand and Strategic Expansion
ZACKS· 2025-06-30 14:40
Key Takeaways TSM beat Q1 2025 earnings and revenue estimates, with $2.12 EPS and $25.5B in revenue. AI chip demand is set to double in 2025, with TSM projecting $20B in AI-specific annual revenue. TSM is hedging $18B against FX swings as U.S.-China tensions and global expansion introduce new risks.Taiwan Semiconductor Manufacturing Company Limited (TSM) has had a solid 2025, with a current share price of around $228. Its robust performance has been closely tied to the booming demand for artificial intell ...