TSMC Q1 Earnings Beat Boosts Profit Amid Surging AI Demand

April 17, 2025, 1:20 am

TSMC delivered impressive first‑quarter performance, topping analyst expectations with a notable profit surge driven by strong demand for AI chips. The reports detail a profit jump ranging between 57% and 60%, highlighting robust market positioning even as concerns over US trade policies and tariff pressures lurk on the horizon. The earnings underlined the semiconductor giant’s resilience, with investors noting its role in powering advanced chip technologies and supporting global tech innovation despite a challenging economic landscape.

wsj.com / The Chip Industry Has Too Many Eggs in the AI Basket

TSMC struck an upbeat note after posting strong earnings, but tariffs and the trade war loom large.

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TSMC: No Customer Behavior Changes After Tariffs The Information

wsj.com / TSMC Reports Another Earnings Beat Under Cloud of Tariff Worries

The world’s largest contract chip maker’s profit jumped 60% to 361.56 billion New Taiwan dollars in the first quarter, beating the NT$351.65 billion consensus estimate of analysts in a FactSet poll.

cnbc.com / TSMC first-quarter profit tops estimates, rising 60%, but Trump trade policy threatens growth

TSMC beat profit expectations for the first quarter, thanks to a continued surge in demand for AI chips.

bloomberg.com/technology / TSMC’s Profit Beat Estimates in Sign of Pre-Tariffs Order Rush - Bloomberg

TSMC’s Profit Beat Estimates in Sign of Pre-Tariffs Order Rush Bloomberg

techinasia.com / TSMC sees 57% profit jump in Q1 as AI demand grows

Despite the AI sector boost, TSMC’s stock has dropped by 20% this year.

permalink 6 stories from 5 sources in 46 hours ago #ai #semiconductors #datascience #chips #cloud #techpolicy #hardware #tsmc

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TSMC Q1 Earnings Beat Boosts Profit Amid Surging AI Demand

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