A motorcycle is seen near a building of the Taiwan semiconductor -manufacturing company (TSMC), which is a manufacturing and design company of Taiwanese multinational semiconductors, in Hsinchu, Taiwan, on April 16, 2025.
Daniel Ceng | Anadolu | Getty images
Taiwan Semiconductor Manufacturing Company in Thorsday exceeded profit expectations for the first quarter, thanks to a continuous increase in the demand for chips of AI.
Here are the results of the first trimester of TSMC versus LSEG’s consensus estimates:
- Income: $ 839.25 billion New Taiwan Dollars, USA
- Net income: NT $ 361.56 billion, vs. NT $ 354.14 billion
The informed net income of TSMC increased 60.3% for a year to NT $ 361.56 billion, while the net income in the quarter of March increased 41.6% compared to the year prior to NT $ 839.25 billion.
The company published its income for March last week, showing an increase of 10% as of February.
TSMC, the world’s largest contract chips manufacturer, has benefited from the AI boom, as it produces advanced processors for customers such as the American chip designer Nvidia.
However, the company faces winds against the commercial policy of the president of the United States, Donald Trump, who has placed commercial tariffs in Taiwan and export controls more strict in the clients of TSMC NVIDIA and AMD.
Semiconductor export controls could also be extended below, the “rules of dissemination of” proposed for the first time by the Biden administration, further restricting sales manufacturers that use the foundations of TSMC.
Currently, Taiwan faces a 10% general rate of the Trump administration and that could increase to 32% after the 90 -day pause of the president of his “reciprocal rates” ends unless he reaches an agreement with the United States.
As part of the efforts to diversify its supply chains, TSMC has been investing billions in facilities abroad, thought that the lion part in its manufacture remains in Taiwan.
In an apparent response to Trump’s commercial policy, TSMC announced plans to invest $ 100 billion last month in the US.
On Monday, AMD said it would soon make processor chips in one of the new TSMC facilities based in Arizona, marking the first time its chips will be manufactured in the US.
The same day, Nvidia announced that the production of its Blackwell chips in TSMC plants in Arizona has already begun. It plans to produce up to half a billion dollars of the infrastructure of AI in the USA during the next four years through partners, including TSMC.
The shares or TSMC quoted in Taiwan fell approximately 0.4%. The shares have lost 20% so far this year.
