
Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is expected to post a 52% jump in second-quarter 2025 profit, driven by booming AI demand. However, it faces pressure from potential U.S. tariffs and a sharply stronger Taiwan dollar.
IDC’s group VP Mario Morales told Reuters the foundry sector could grow 17–18% in 2025, but Taiwan Semiconductor’s moat may push its sales growth closer to 30%.