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Corporate Insight: TSMC's Second-Half Slowdown Underscores Impact of Tariff War on Semiconductor Industry Cycles
2025-04-28 /
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Author：小编
TSMC anticipates a nearly 25% increase in its revenue by 2025, yet corporate actuaries project that its performance in the second half of the year may only witness a 5.7% uptick compared to the first half. This marks the first instance in nearly five years where TSMC's growth during the typically robust second-half peak season falls below 10%, representing a notable decline from previous years' comparable periods. This development underscores the disruptive influence of the tariff war on the cyclical patterns of the semiconductor industry.
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