TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief

Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior have been observed so far. The third quarter of 2025 is expected to benefit from leadership in advanced process technology as well as strong demand for artificial intelligence (AI) and high-performance computing (HPC), maintaining a growth trend. The full-year 2025 US dollar revenue growth forecast was revised upward from approximately 24-26% to 30%.

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From oil to algorithms: Nvidia’s rise marks shift in global power structure

A major power shift is underway in the global industrial landscape. Once dominated by financial and energy giants, especially in the early 2000s, the world’s top companies by market capitalization are now being overtaken by tech leaders. In particular, Nvidia’s market cap surged past US$4 trillion, underscoring a broader shift in global economic leadership, from traditional industries and mobile-era tech to the disruptive forces of AI.

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Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape

Even as Taiwan’s semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging and testing firms are showing surprising resilience. Strong demand for high-performance computing (HPC) chips—driven by the global boom in artificial intelligence (AI)—is helping Taiwan’s outsourced semiconductor assembly and test (OSAT) giants maintain steady growth into the second half of 2025.

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TSMC 2Q25 profit surges 60.7% on robust demand for 3nm, 5nm chips

Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, with profit soaring 60.7% year-over-year to NT$398.27 billion (US$12.59 billion), driven by high demand for its advanced 3nm and 5nm chip technologies. Revenue climbed 38.6% to NT$933.79 billion, marking continued momentum in high-performance computing and smartphone markets.

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