Tsmc: Not Seen Any Change In Customer Behaviour Because Of Us Tariffs

April 17 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:

• TSMC: EXPECTS Q2 REVENUE OF $28.4-29.2 BILLION (VERSUS Q2 2024 REVENUE $20.82 BILLION)

• TSMC: EXPECTS Q2 GROSS MARGIN AT 57-59% (Q1 58.8%)

• TSMC: EXPECTS Q2 OPERATING MARGIN AT 47-49% (Q1 48.5%)

• TSMC: OVERSEAS FABS COSTS ARE HIGHER FOR EVERYONE

• TSMC: OVERSEAS FABS WILL HAVE IMPACT ON OUR MARGINS

• TSMC: SEES 2025 CAPEX AT $38-42 BILLION (VERSUS PREVIOUS FORECAST $38-42 BILLION)

• TSMC: BUSINESS TO BE SUPPORTED BY ROBUST AI RELATED DEMAND

• TSMC: WE UNDERSTAND THERE ARE RISK FROM TARIFFS

• TSMC: 2025 REVENUE TO INCREASE BY CLOSE TO MID 20% IN U.S. DOLLAR TERMS (VERSUS PREVIOUS FORECAST OF TO INCREASE BY CLOSE TO MID 20% IN U.S. DOLLAR TERMS)

• TSMC: NOT SEEN ANY CHANGE IN CUSTOMER BEHAVIOUR BECAUSE OF US TARIFFS

• TSMC: CONTINUE TO SEE ROBUST AI RELATED DEMAND THIS YEAR

• TSMC: REVENUE FROM AI TO DOUBLE IN 2025

• TSMC: WORKING HARD TO DOUBLE COWOS CAPACITY THIS YEAR

• TSMC: ARIZONA SECOND FAB CONSTRUCTION COMPLETE, WORKING ON SPEEDING UP VOLUME PRODUCTION SCHEDULE

• TSMC: ARIZONA THIRD FAB SCEHEDULED TO BEGIN PRODUCITON LATER THIS YEAR

• TSMC: WE ARE NOT ENGAGED IN ANY TALKS WITH OTHER COMPANIES REGARDING JVS

• TSMC: ON TRACK WITH OUR DRESDEN FAB PLANS

• TSMC: N2 VOLUME PRODUCTION EXPECTED IN H2 THIS YEAR

Source text: [ID:]