(Bloomberg) – Taiwan Semiconductor Manufacturing Co. (TSM, 2330.TW) said it was at the bottom of the forecast range after several earthquakes in January affected production.
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In a statement Monday, TSMC added that “every effort is made to restore lost production,” TSMC said its loss from Quakes is around $5.3 billion ($161 million). I added.
The company supported its full-year outlook, claiming its gross profit margin for the first quarter would reach 57% to 59%. First quarter revenue guidance was between $25 billion and $25.8 billion a few days before the earthquake.
January revenue rose 36% to $293.3 billion, compared to a 38.8% increase in the October-December period. Analysts averaged 41% in sales this quarter through March.
However, deciphering sales of Taiwanese companies in the first few months of the year is complicated by a multi-day New Year holiday that could potentially decrease in January or February.
All major tech companies, including Microsoft Corp. (MSFT), Alphabet Inc. (GOOG, GOOGL), and Meta Platforms Inc. (META), have announced plans to invest hundreds of billions of dollars in AI this year, and have made it a success. It didn’t seem to be a glaring experience. A seemingly low-cost model of Chinese startup DeepSeek. Amazon.com Inc. (AMZN) alone aims to spend $100 billion on AI.
Before Deepseek held the market in January, TSMC said its capital expenditure could reach a record $42 billion for AI demand this year. That optimism was amplified by ASML, a leading TSMC equipment supplier that holds NV (ASML) after Deepseek Saga.
The TSMC’s outlook is hidden by President Donald Trump’s threat to slap tariffs on semiconductor imports, but it is unclear whether that will actually happen. According to Taiwan Economic Affairs JW Kuo, the company is scheduled to hold a board meeting this week in Arizona, home to the US’s most advanced factory.
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