TSMC(TSM) Techxplore·2025-01-10 09:50Core Insights - TSMC's net sales increased by 33.9% year-over-year, reaching NT87.8 billion), driven by high demand for AI technology [2][3] - The company's revenue growth surpassed its previous estimate of nearly 30%, indicating strong ongoing investment in AI infrastructure from major clients like Microsoft and Amazon [3] - TSMC is a key player in the AI revolution, producing advanced microchips essential for Silicon Valley products [3] Company Performance - TSMC's revenue growth reflects a significant increase in demand for chips used in various applications, including Apple's iPhones and Nvidia's AI hardware [2] - The company's shares have more than doubled since the AI boom began in late 2022, following the launch of OpenAI's ChatGPT [4] Geopolitical and Operational Challenges - TSMC faces geopolitical tensions between the U.S. and China, particularly regarding technology import restrictions and trade issues [4] - The semiconductor supply chain is vulnerable to disruptions, prompting governments to encourage TSMC to diversify production locations [5] - TSMC is expanding its manufacturing footprint internationally, with plans for new factories in the U.S. and an existing facility in Japan [5]