tsmc earnings release: what to expect on april 17th

2025-04-03 tsmc

taipei, Thursday, 3 April 2025.
investors are awaiting tsmc’s earnings report slated for april 17th, 2025. analysts predict a 19.89% eps growth, projecting an increase from $9.20 to $11.03 per share. revenue guidance for q1 2025 is estimated between $25 billion and $25.8 billion. tsmc’s massive $2.89 trillion annual revenue and $36.49 billion net income highlight its dominance. extended trading saw a 6.19% drop, closing at $159.93. will tsmc meet expectations amid global semiconductor demand and geopolitical uncertainties? find out more on april 17th.

projected earnings and market reaction

Taiwan Semiconductor Manufacturing’s (TSM) upcoming earnings release on April 17th is highly anticipated by investors [1]. The company’s stock closed at $170.48 on April 2nd, a $1.84 increase, representing a 1.09% rise [1]. However, extended trading saw a significant downturn, with the price dropping by $10.55, or 6.19%, to $159.93 [1]. Analysts estimate the average earnings per share (EPS) for Q1 2025 to be $2.00 and the full year 2025 EPS to be $9.12 [1].

manufacturing advancements and capacity

TSMC is expanding its manufacturing capabilities with the construction of the晶圆22厂(Fab 22), which will focus on 2nm process technology [6]. The total investment in this facility is projected to exceed NT$1.5 trillion [6]. This expansion will create over 20,000 construction jobs and more than 7,000 high-tech positions [6]. TSMC’s 2nm technology is expected to begin mass production in the second half of the year, targeting applications in supercomputers, cloud computing, and mobile devices [6].

competitive landscape and industry growth

The broader semiconductor industry is showing signs of recovery [7]. Other major players like 中芯国际 (SMIC) and 华虹半导体 (Hua Hong Semiconductor) have also released their 2024 financial reports, indicating a general uptrend [7]. 中芯国际’s 2024 revenue increased by 27.0% to $8.03 billion [6]. 华虹半导体’s 2024 revenue reached $2.004 billion, with a net profit of $58.11 million [6]. TrendForce anticipates a 20% growth in the global foundry industry in 2025, driven by AI and advancements in process technology [6].

geopolitical factors and market dynamics

Geopolitical factors continue to influence the semiconductor market [GPT]. Recent market analysis suggests that potential risks associated with trade policies and fluctuating AI demand are impacting semiconductor valuations [8]. Despite these uncertainties, the overall sentiment points towards a steady growth trajectory for the wafer foundry industry in 2025 [6]. TSMC’s earnings call will provide critical insights into how the company is navigating these challenges and capitalizing on opportunities [5].

Bronnen

tsmc earnings