{"id":77174,"date":"2025-10-15T22:55:08","date_gmt":"2025-10-15T22:55:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/77174\/"},"modified":"2025-10-15T22:55:08","modified_gmt":"2025-10-15T22:55:08","slug":"tsmc-q3-profit-expected-to-set-record-on-ai-spending-boom","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/77174\/","title":{"rendered":"TSMC Q3 profit expected to set record on AI spending boom"},"content":{"rendered":"\n

TAIPEI (Reuters) -TSMC, the world’s largest manufacturer of advanced artificial intelligence<\/a> chips, is set to post a 28% jump in third-quarter profit to reach a record high due to surging demand for AI infrastructure, though U.S. tariffs<\/a> may complicate its outlook.<\/p>\n

Taiwan Semiconductor Manufacturing Co, the world’s biggest contract chipmaker and a key supplier to Nvidia<\/a> and Apple<\/a>, is likely to report a net profit of T$415.4 billion ($13.59 billion) for the three months through September 30, showed an LSEG SmartEstimate compiled from 20 analysts.<\/p>\n

SmartEstimates place greater weight on forecasts from analysts who are more consistently accurate.<\/p>\n

TSMC has already flagged a market-forecast-beating rise in third-quarter revenue of 30%. Any profit result above T$398.3 billion would be the chipmaker’s highest-ever and its seventh consecutive quarter of profit growth.<\/p>\n

TSMC, Asia’s most-valuable listed company with a market capitalisation of around $1.2 trillion – nearly three times that of South Korean rival Samsung Electronics – will report financial results on Thursday and provide fourth-quarter guidance in an earnings call scheduled for 0600 GMT.<\/p>\n

On Wednesday, top semiconductor equipment maker ASML, for whom TSMC is a major customer, said third-quarter bookings beat market forecasts but that it expected a significant fall in demand from China next year.<\/p>\n

Samsung on Tuesday said it expected its biggest quarterly profit in over three years, also on the AI boom.<\/p>\n

It remains unclear how much U.S. President Donald Trump’s tariffs will affect TSMC. Taiwan’s exports to the United States are currently subject to a 20% tariff, but that excludes chips.<\/p>\n

U.S. Secretary of Commerce Howard Lutnick proposed last month that Taiwanese companies split their production of chips 50-50 between Taiwan and the U.S., compared to the current setup where the vast majority of production is on the island.<\/p>\n

Taiwan has rejected that idea. TSMC is already investing $165 billion building factories in the U.S. in the state of Arizona.<\/p>\n

Shares in TSMC have gained 36% so far this year on optimism over AI, largely brushing off tariff concerns. The heavyweight’s rise has powered the benchmark Taiwanese index’s 18% advance over the same period.<\/p>\n

($1 = 30.5680 Taiwan dollars)<\/p>\n

(Reporting by Ben Blanchard; Editing by Christopher Cushing)<\/p>\n","protected":false},"excerpt":{"rendered":"TAIPEI (Reuters) -TSMC, the world’s largest manufacturer of advanced artificial intelligence chips, is set to post a 28%…\n","protected":false},"author":2,"featured_media":77175,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,2999,343,344,85,46,54210,54209,125,24989],"class_list":{"0":"post-77174","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-infrastructure","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-il","13":"tag-israel","14":"tag-market-forecasts","15":"tag-net-profit","16":"tag-technology","17":"tag-tsmc"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/77174","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=77174"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/77174\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/77175"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=77174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=77174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=77174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}