TSMC Stock Soars as Taiwan Semiconductor Unveils Bullish 2025 Forecast
Foundry giant shocks market with upgraded guidance—analysts scramble to revise targets.
Semiconductor dominance pays off
While rivals struggle with yield issues, TSMC's 3nm process is printing money (and chips) like a crypto miner at peak bull run. Revenue projections now look as inflated as a DeFi token's market cap.
Wall Street's love affair continues
TSMC shares jumped 8% pre-market—because nothing gets institutional investors hotter than a tech monopoly hitting its stride. The 'Apple of chipmakers' just gave its golden goose extra steroids.
Cynical take: Funny how 'strategic forecasts' always align perfectly with executive bonus cycles.
How Will TSM Stock Perform in the Remainder of 2025
Looking ahead, TSM’s gross margins are expected to face pressure from overseas facility startup costs, with an anticipated decline from 58.8% to approximately 58% in the second quarter. Nevertheless, Taiwan Semiconductor maintained its full-year revenue growth forecast of approximately mid-20%, underscoring its confidence in sustained AI demand. The company is expected to increase sales from $87.88 billion in 2024 to $170.3 billion in 2027.
Billy Leung, investment strategist at Global X ETFs, believes that Taiwan Semiconductor (TSMC) is in a great position thanks to AI. “For investors, TSMC results again ease fears of an AI slowdown. Margins hold, demand outlook good, generally reinforces the AI buildout is still well underway.” Other companies like AMD and NVDA are also bound for great second halfs of the year, according to Leung.