tsmc's next move: what analysts predict for the chip giant

2025-04-05 tsmc

New York, Saturday, 5 April 2025.
taiwan semiconductor manufacturing company is under the microscope next week. Earnings reports and announcements could shift the market. The world’s largest dedicated independent semiconductor foundry is dealing with high global demand. Geopolitical factors also play a role. Analysts are forecasting capex for 2024 to be at $29.76 billion. This is slightly lower than the previous forecast. The previous forecast was $30 billion. The 2023 capex was $30.45 billion.

key stocks to watch

Taiwan Semiconductor Manufacturing Company is a key stock to watch next week [1]. The company will release earnings reports. Market-moving announcements are also expected [1]. Investors and analysts are closely watching TSMC’s performance [1]. They are also monitoring its outlook. Global semiconductor demand and geopolitical factors are important [1].

capex adjustments

TSMC’s 2024 capital expenditure is estimated at $29.76 billion [2]. This is a slight decrease from a previous forecast of just over $30 billion [2]. The actual capital expenditure for 2023 was $30.45 billion [2]. These adjustments reflect the evolving demands and strategic financial planning within the semiconductor industry [GPT].

market reaction to tech stock dip

On April 3, 2025, tech stocks experienced a significant downturn in after-hours trading [6]. TSMC’s stock fell by over 3%, alongside other major players like Apple, Tesla, and Nvidia [6]. This collective dip reflects broader market concerns [alert! ‘market concerns not specified in source’] about factors such as rising trade tensions and shifting expectations for growth in the AI and semiconductor sectors [6]. Such market behavior underscores the interconnectedness of global tech stocks and their vulnerability to macroeconomic and geopolitical events [GPT].

geopolitical risks and market leadership

Geopolitical risks significantly influence TSMC’s stock [6]. These risks affect the semiconductor industry [6]. TSMC’s role as a market leader means its performance is crucial. Investors need to watch these factors closely. These factors include manufacturing capacity and market leadership [1]. Recent market volatility highlights this interconnectedness [6].

Bronnen

tsmc earnings stock preview