AI Boom Accelerates, TSMC Forecasts 58% Surge in Q4 Net Profit
2025-01-14

TSMC is set to unveil its fourth-quarter financial report on Thursday, with analysts anticipating a net profit of NT$377.95 billion, marking a robust 58% increase year-on-year. Quarterly revenue soared by 39% to NT$868.5 billion, comfortably outpacing market projections. As a preeminent global contract chipmaker, TSMC boasts an impressive clientele that includes Apple and NVIDIA, and it has capitalized on the ongoing AI boom. Despite navigating political uncertainties and confronting challenges posed by US tariff policies, TSMC remains committed to overseas investments, notably a $65 billion commitment to establish three factories in Arizona, USA. During the earnings call, TSMC will also provide an update on its current quarter and full-year outlook, encompassing capital expenditure plans. Fueled by the AI boom, TSMC's share price witnessed a remarkable 93% surge in the US stock market last year.