"TSMC" expects greater income thanks to the question of artificial intelligence

The company “Taiwan Simonukone Manovakchurring” has increased its expectations for the growth of all year’s revenue, after its quarterly financial results exceeded the estimates, which benefited from a wave of global spending on artificial intelligence. The manufacturer of the supplier discs “Apple” and “Invidia” now expects sales to grow by more than the maximum it has previously achieved about 25%. The company, known as the “TSMC”, expects its revenue to amount to $ 23.2 billion this term, exceeding analysts expectations. Her expectations for capitalist spending have reduced to maximum original expectations, up to $ 30-32 billion from a low level of $ 28 billion before. High expectations reflect the company’s confidence in the continued mutation of artificial intelligence despite the trade tensions between the United States and China. It has motivated new businesses from Microsoft to ‘Baidu’ to spend on the infrastructure of artificial intelligence, which is largely supported by ‘Invidia’ chips. The US listed TSMC shares rose by more than 3.6% before the start of the trading. Make use of the obsession with artificial intelligence, market expectations have increased in the weeks before the “TSMC” report. The broader smartphone market – a large engine for the largest company in Taiwan – is running on the road of recovery. Apple provided optimistic provisions to providers on shipping following iPhone 16, based on the potential power of new artificial intelligence services. This helped to achieve “TSMC” a better increase in the quarter of 36% in the quarter. “This time the demand for artificial intelligence is more realistic compared to what it was two or three years ago,” said CCE, CEO of TSMC, said during a call to profits today. He added that the company increases its productive capacity to achieve a proper balance, while the offer will remain very narrow up to 2025. Half of the company’s sales have exceeded. Its levels are ever. Artificial. Wei suggested that the company achieve its goal of the total profit margin of 53% or more. He added: “Our customers are well executed, so we must also achieve well.” Bloomberg Intelligence Opinion says Charles Schoos, Analyst of Business Intelligence: The jump indicates 23.7% on orders at the company “asml” in the second quarter that the “N2” chip is 2pm developed by “TSMC”, which can contribute good sales, which can contribute to the increase in production. TSMC is scheduled to start the enormous production in the second half of 2025, with a approximate capacity of 30,000 segments per month in Hingo City, Taiwan. We believe that the price of the “N2” chip will be at least 15% higher than the “N3” chip. However, investors have fallen that investor expectations about TSMC prospects decreased on Wednesday after Bloomberg Business Week comments from US Republican presidential candidate Donald Trump, who said he would not be excited to defend Taiwan in the event of a Chinese aggression. In addition, the Biden Administration also studies the imposition of more striking restrictions on China, according to Bloomberg News, which led to the global sales of technology stocks, with investors studying the effects in the largest area of ​​semiconductors in the world. Note for artificial intelligence shows carefully about artificial intelligence in the corners of the market. Goldman Sachs warned this month that the most important US technology companies can also spend more on artificial intelligence. With expectations for the slowdown in the increase in profits for many technology companies in the world, investors will focus on how to target companies such as service facilities and data centers, for capital against artificial intelligence, and whether these investments are reflected on net profits and increase equities. “The artificial intelligence trade is facing increasing investigation,” said Ryan Hammond and David Costin, the strategy at Goldman Sachs, in this week’s memo.