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Taiwan Semiconductor Manufacturing Company (TSM) ended 2025 on a solid note, fueled by surging demand for advanced nodes and AI accelerators.
TSMC reported preliminary Q1 2025 revenue of $35.71 billion, up 35% year-over-year.
KEY POINTS
- AI accelerator revenue is forecasted to grow at a mid-to-high 50% CAGR until 2029.
- TSMC has started high-volume production of its two-nanometer (N2) technology.
- Capital spending is projected to rise to $52–$56 billion in 2026, up from $40.9 billion.
COMPANIES
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