TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The market was particularly impressed by TSMC’s second quarter forecast and that the company has not revised downward its full-year revenue outlook despite recent tariff and AI ban challenges. Despite macroeconomic uncertainties, TSMC maintains its projection of nearly 25% growth in US dollar revenue for 2025, surpassing the overall wafer manufacturing industry’s growth rate.

据人民网北京，4月18日，在国务院新闻办举行的发布会上，工业和信息化部总工程师谢少锋表示，当前国产厂商研发的AI手机、AI电脑、AI眼镜等智能产品已超百款，实现了“智”变升级。

根据公司半导体业务“低压向高压，功率向模拟”的产品拓展战略路径，模拟芯片产品也是公司在IC产品线重点突破的新产品类别，公司目前已经组建了几百人规模的模拟芯片研发团队，2025年预计将超过200多颗料号实现量产，初具规模，主要产品包括电源管理芯片（PMIC）、信号链、MOS及三代半导体栅极驱动（driver）芯片、LED驱动（driver）芯片和LDO电源保护等。