TSM Defies Volatility With Robust AI Demand and Strategic Expansion
Key Takeaways TSM beat Q1 2025 earnings and revenue estimates, with 25.5B in revenue. AI chip demand is set to double in 2025, with TSM projecting 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 ...