TAIPEI (TVBS News)—Taiwan Semiconductor Manufacturing Company (TSMC, 台積電) Chairman C.C. Wei (魏哲家) announced on Tuesday (June 3) that the company expects a 24% to 26% growth in dollar revenue for 2025 despite uncertainties in tariff policies. Wei said during the company's annual shareholders meeting, which he chaired for the first time, that TSMC has not observed any changes in customer behavior so far.
During the first quarter of this year, TSMC reported revenue of NT$839.25 billion, with earnings per share of NT$13.94. The company projects second-quarter revenue to range between $28.4 billion and $29.2 billion, with a gross margin between 57% and 59%. Wei highlighted that the wafer manufacturing 2.0 industry will benefit from AI demand and a moderate recovery in other end markets, positioning TSMC to outpace overall industry growth in 2025.
Wei emphasized TSMC's commitment to maintaining technological leadership, manufacturing excellence, and customer trust to strengthen its competitive position further. He also noted a slight change in the meeting format, shortening the business report to allow more time for shareholder communication to discuss market changes better.
As TSMC navigates an evolving landscape, the company's strategic focus and projected growth could set a precedent for others in the semiconductor industry. Stakeholders will watch closely how these developments unfold, considering the anticipated recovery in the AI and broader markets.