Overview

• TSMC is set to announce a 57% year-over-year increase in Q1 net profit, reaching T$354.6 billion ($10.92 billion), driven by surging demand for AI chips.
• The company has committed $165 billion to U.S. expansion, including $100 billion announced last month with President Trump, on top of $65 billion for Arizona facilities.
• President Trump's proposed tariffs and criticism of Taiwan's chip dominance have created uncertainty, contributing to a 20% drop in TSMC's stock price in 2025 so far.
• Foreign investors have sold $8.66 billion worth of TSMC shares this year, reflecting concerns over U.S. trade policies and global chip industry volatility.
• TSMC's upcoming earnings call will address capital expenditure plans and its strategy to navigate shifting trade dynamics and growing competition from players like China's DeepSeek.