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TSMC Forecasts Record 2025 Profits on Surging AI Chip Demand

Shifting capacity to Arizona under its half-decade $100 billion plan, the chipmaker has delayed its Japan build until local infrastructure catches up to surging AI orders.

The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. REUTERS/Ann Wang/File Photo
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Overview

  • CEO C.C. Wei said AI demand continues to outpace supply and underpins the company’s projection of record profits and mid-20% revenue growth in 2025.
  • TSMC reaffirmed plans to invest $100 billion over the next five years to expand its Arizona manufacturing capacity.
  • Construction of a second plant in Kumamoto, Japan, has been postponed as traffic congestion around its first facility strains local infrastructure.
  • Wei noted U.S. tariffs impose only an indirect impact on TSMC since duties fall on importers, warning that higher chip prices could dampen end-market demand.
  • The company denied reports of Middle East fabs and emphasized its leadership in both GPU and ASIC production for clients such as Nvidia and Apple.