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TSM Defies Volatility With Robust AI Demand and Strategic Expansion
台积公司台积公司(US:TSM) ZACKS·2025-06-30 22:40

Key Takeaways TSM beat Q1 2025 earnings and revenue estimates, with 2.12EPSand2.12 EPS and 25.5B in revenue. AI chip demand is set to double in 2025, with TSM projecting 20BinAIspecificannualrevenue.TSMishedging20B 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 ...