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The TSMC first quarter income estimates that 60%increase, but Trump’s trade policy threatens growth

On April 16, 2025 in Taiwan, a semiconductor production company (TSMC) in Hsinchu, Taiwan, April 16, 2025.

Anadolu | Anadolu | Gets the image

Taiwanese semiconductor production company On Thursday beat Expectations of profit In the first quarter, due to the constant growth of the AI ​​chips.

Here are the results of the first quarter TSMC against the LSEG consensus estimates:

  • Profit: 839.25 billion dollars new Taiwan dollars, against $ 835.13, expected
  • Net Profit: NT 361.56 billion vs. $ 354.14 billion NT

TSMC net income increased by 60.3% compared to the same period last year to $ 361.56 billion, and net income in the March quarter increased by 41.6% to $ 839.25 billion.

Expanded technology defined as a 7-nonome and less amounted to 73% of the total plate income, the company notes.

The world’s largest manufacturer of contract chips used AI Boom as it produces advanced processors for customers, such US chips Nvidia.

However, the campaign is facing the US President’s trade policy Donald Trump, which has placed wide trading tariffs on Taiwan and High Stock Control over Exports on TSMC Nvidia Customers and Amd.

Semician export control can also be expanded next month according to “Rules of diffusion of AI“For the first time, it was suggested by the Biden administration, which further limits the sale of builders that use TSMC foundry products.

Taiwan is currently faced with the tariff by 10% of the Trump administration, and it can grow up to 32% after the 90-day pause of the president from his “mutual tariffs” ends when it does not reach the transaction with the US from the US

As part of the efforts to diversify its supply networks, TSMC is putting billions into foreign facilities, although the lion’s share of its production remains in Taiwan.

In the obvious response to Trump’s trade policy, TSMC announced the plans to invest additional $ 100 billion in the US, except $ 65 billion, she pledged three factories in the US

On Monday AMD said it will soon succeed Production of processor chips At one of the new TSMC objects based in Arizona, it is first noted when its chips are made in the US

The same day Nvidia announced that there is already started producing their chips blackwell At the TSMC Arizona factories. It plans to produce up to half a million dollars of the II infrastructure over the next four years later, including TSMC.

TSMC shares listed in Taiwan fell by almost 1%. This year, the shares lost more than 20%.

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