"TSMC" increases expectations of 2025 thanks to the hope of the question of artificial intelligence

Taiwan Simonokind Manovakchoring (TSMC) increased its forecast for revenue growth in 2025, increasing investor confidence in the global spending momentum for artificial intelligence projects. Today, Thursday, the largest slide manufacturing business in favor of others in the world expected sales with the US dollar by almost 30% this year, increasing the previous estimates in the mid -20%. It has reinforced expectations that technology companies, from “Mita” to “Google”, have continued their investments in building the necessary data centers to develop artificial intelligence, so that the future contracts for the Nasdac index became a rise, while the ASML share rose by 2%. A request exceeding the production capacity emphasizes the “TSMC” step, the strength and the ongoing demand for advanced chips of companies such as “Inviteia” and “Advands Micro Device”, a request exceeding the current production capacity. CEO of the company C. Bad. Wei, today, Thursday, artificial intelligence orders are still strong, in an attempt to refute constant speculation about the possibility that technology companies are reducing their spending. While emphasizing that the basic demand for artificial intelligence is becoming more powerful, he indicated that the blurring caused by the Trump administration’s customs duties for caution. “It contributes to the strengthening of the value -related value chain, and the state of optimism still stands.” Financial results are reassured and added: “For investors, the results of TSMC repeat the fear of delaying the rate of artificial intelligence. The margins are still stable, and demand prospects are positive, which increases the belief that the artificial intelligence system is still moving forward.” Investors have returned strongly to the shares of companies associated with artificial intelligence, and ignore the state of apathy that prevailed in the market after the Chinese “Deep Cick” model raised doubts about the need for companies such as “Amazon” to spend large amounts of data centers. Invidia has been the global scene over the past week, ‘Invidia’ became the first company in history with a market value of more than $ 4 trillion, in an indication of the return of investment enthusiasm against companies such as ‘TSMC’, with an important role in the work of artificial intelligence technologies. Wei told reporters that raising the company’s expectations is not linked to the announcement of the United States of its willingness to grant ‘and’ proof licenses to execute artificial intelligence chips to China, adding that the resumption of these sales is a positive development of the sector, but that it is too early to determine its exact size. The day before the results of TSMC, the Dutch company Asml Holding caused the chips manufacturing equipment to reduce a state of anxiety in the market to the growth forecast for 2026. CEO Christophe Fuky said geopolitical tensions and the status of the global economy were causing ‘increasing blurring’, which led to the decline in the company’s share. More than 11%. “Given the second half of the year, we have not monitored any change in the behavior of our clients, but we realize that there is some blurring and dangers” regarding potential customs decisions. Financial Director Windel Huang indicated that the Taiwanese dollar, which is also likely to affect the company’s business in the third quarter. The Taiwanese dollar has jumped by more than 11% since the beginning of the year to become the best performance in Asia, in light of the foreign investors’ bumps to seize the shares, and the direction of the exporters to sell the US currency amid the fear of the continued decline. According to Huang estimates, each 1% increase in the value of the Taiwanese dollar against its US counterpart will lead to a decrease in the company’s income with a similar rate. Results that exceeded expectations increased its expectations after announcing a sudden jump by 61% in its net profits during the quarter ending in June, to 398.3 billion Taiwanese dollars ($ 13.5 billion). Thus a series that has surpassed expectations in each quarter since 2021. The company previously recorded an increase in turnover by 39%. The computer revenue high performance- which includes the slides for servers and data centers- is now about 60% of the enterprise revenue, in a large shift of the period in which ‘TSMC’ was mainly based on the smartphone market. The Taiwanese company is still the most important supplier of Apple slides. A major investment commitment The Taiwanese company is still keeping its plans to spend between $ 38 and $ 42 billion this year to update and expand its productive capacity. The company previously promised to pump another $ 100 billion to improve its manufacturing operations in Arizona, Japan and Germany, as well as in its Taiwan.