Overview

• The company expects revenue growth in the mid-20% range for 2025 driven by robust AI chip orders.
• CEO C. C. Wei said U.S. tariffs have only indirect impact on prices, adding that they have not slowed the surge in AI demand.
• TSMC will allocate an additional US$100 billion over five years to ramp up manufacturing capacity in Arizona.
• Construction of its second factory in Japan has been delayed until local traffic infrastructure improves.
• Wei denied plans for a UAE fab, asserting that TSMC faces no immediate competition for AI chip production.