TSMC's 2025 AI Revenue Will Likely Rise Significantly

Dow Jones01-03

TSMC's AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note.

Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC's earnings growth into 2026, they say.

Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.

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Comments

KienBoon
01-04
KienBoon
Good news indeed for TSMC. AI revenue will rise in tandem with increasing demand for many associated industries that need to enhance its products and tools with AI technology. Even Data Ctr is moving towards AI technology. The share price reached $208+ this morning. However it closed at $207+ after post trading. Hope that it will continue its bullish run on next week, and attract more investors to invest in the longer term. Cheers.
Coolpinch
01-03
Coolpinch
F

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Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's 2025 AI Revenue Will Likely Rise Significantly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's 2025 AI Revenue Will Likely Rise Significantly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-03 13:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>&#39;s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. </p><p>Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC&#39;s business as well, they say. 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The share price reached $208+ this morning. However it closed at $207+ after post trading. Hope that it will continue its bullish run on next week, and attract more investors to invest in the longer term. Cheers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388823371235424","repostId":2500967452,"repostType":2,"repost":{"id":"2500967452","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1735881085,"share":"https://ttm.financial/m/news/2500967452?lang=en_US&edition=fundamental","pubTime":"2025-01-03 13:11","market":"hk","language":"en","title":"TSMC's 2025 AI Revenue Will Likely Rise Significantly","url":"https://stock-news.laohu8.com/highlight/detail?id=2500967452","media":"Dow Jones","summary":"$TSMC$'s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. 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As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's 2025 AI Revenue Will Likely Rise Significantly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's 2025 AI Revenue Will Likely Rise Significantly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-03 13:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>&#39;s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. </p><p>Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC&#39;s business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500967452","content_text":"TSMC's AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC's earnings growth into 2026, they say. Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":388581700743392,"gmtCreate":1735894368138,"gmtModify":1735894395473,"author":{"id":"4130669147981062","authorId":"4130669147981062","name":"Coolpinch","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4130669147981062","idStr":"4130669147981062"},"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388581700743392","repostId":2500967452,"repostType":2,"repost":{"id":"2500967452","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1735881085,"share":"https://ttm.financial/m/news/2500967452?lang=en_US&edition=fundamental","pubTime":"2025-01-03 13:11","market":"hk","language":"en","title":"TSMC's 2025 AI Revenue Will Likely Rise Significantly","url":"https://stock-news.laohu8.com/highlight/detail?id=2500967452","media":"Dow Jones","summary":"$TSMC$'s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade coul","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>&#39;s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. </p><p>Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC&#39;s business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's 2025 AI Revenue Will Likely Rise Significantly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's 2025 AI Revenue Will Likely Rise Significantly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-03 13:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>&#39;s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. </p><p>Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC&#39;s business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500967452","content_text":"TSMC's AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC's earnings growth into 2026, they say. Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":13,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2500967452","isCrawlerRequest":true}