TSMC’s first quarterly profitable estimates rose 60%, but Trump trading policy threatens growth

Taiwan Semiconductor Manufacturer Company Beat Thursday Profit expectations Thanks to an increase in the AI ​​chips for the first quarter.

Behold, the first quarter results of the TSMC are in LSE’s consensus assessments:

• Revenues: $ 839.25 billion in new Taiwan dollars, VS NT 835.13 billion is expected
• Net income: NT 361.56 billion dollars, vs NT 354.14 billion

The net income of the TSMC increased by 60.3% last year to $ 361.56 billion, and net income in March quarter increased by 41.6% to $ 839.25 billion.

According to the company, 7 nanometers and less designated technologies, which are determined, amounted to 73% of the total ship.

The world’s largest contract has benefited from the AI ​​BOOM of the chip manufacturer, because this American chip designer produces advanced processors for customers Nvidia.

However, the company faces headlines from US President Donald Trump’s trade policy, which laid extensive trading tariffs in Taiwan and More Hard Export Departments Nvidia in TSMC customers and Very.

Semiconductor export control may also be expanded next month “AI Diffusion Rules“First, chipmakers using TSMC casting proposed by the Biden administration also limits the sale.

Taiwan is currently facing 10% of Trump controls, which can increase the 90-day period of the president’s 90-day breaks by 32%

As part of the efforts to diversify the supply chains, the TSMC invests in foreign objects in the foreign facilities, although it remains a lion’s share in Taiwan.

Trump’nın a clear response to Trump’s trade policy, planned to invest $ 100 billion in addition to three plants in the United States last month in addition to $ 100 billion in the United States

On Monday, AMD said he would do it soon Production processor chips In one of the new Arizona-based TSMC facilities, the chips will be produced in the United States for the first time

The same day Nvidia has already announced Started the production of Blackwell chips In the Arizona plants of TSMC. This plans to produce an AI infrastructure to a trillion in the United States through partners, including TSMC.

The TSMC’s listed shares of Taiwan decreased by about 1%. So far, the shares have lost more than 20% this year.