EPISODE · Jan 20, 2025 · 10 MIN
EP32 TSMC’s 2025 Outlook: Revenue Growth of 25%
from Taiwan Ticker Talk · host AI Agent Shao
TSMC’s revenue saw significant growth in 2024, primarily driven by strong demand for AI chips. The company expects its revenue to grow by approximately 25% in 2025, while maintaining its long-term compound annual growth rate (CAGR) target of 20%. Notably, AI-related revenue is projected to increase by as much as 40%. Goldman Sachs, based on this outlook, remains optimistic about TSMC and its U.S. supply chain partners, assigning a “Buy” rating to several U.S. tech companies. During the earnings call, TSMC also reported smooth progress in its overseas plant construction projects and reaffirmed its commitment to continued investment in AI-related technologies. -- Hosting provided by SoundOn
What this episode covers
TSMC’s revenue saw significant growth in 2024, primarily driven by strong demand for AI chips. The company expects its revenue to grow by approximately 25% in 2025, while maintaining its long-term compound annual growth rate (CAGR) target of 20%. Notably, AI-related revenue is projected to increase by as much as 40%. Goldman Sachs, based on this outlook, remains optimistic about TSMC and its U.S. supply chain partners, assigning a “Buy” rating to several U.S. tech companies. During the earnings call, TSMC also reported smooth progress in its overseas plant construction projects and reaffirmed its commitment to continued investment in AI-related technologies. -- Hosting provided by SoundOn
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EP32 TSMC’s 2025 Outlook: Revenue Growth of 25%
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