[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.5K followers Created: 2025-07-17 13:02:18 UTC $TSM Taiwan Semiconductor, the world’s biggest contract chipmaker, on Thursday raised its sales forecast to growth of about XX% in US dollar terms this year, up from mid-20% previously signaling that the global AI spending spree continues after some doubts had crept in following ASML cutting its sales forecast a day earlier. Chief Executive Officer C.C. Wei affirmed on Thursday that AI orders still run hot — seeking to dispel persistent speculation that tech firms may curtail spending. While he stressed that underlying AI demand is strengthening, the uncertainty around the Trump administration’s tariffs merited caution. TSMC is “a timely boost to semiconductor sentiment heading into 2H25, amid broader concerns over sectoral tariffs and policy headwind,” said Allspring Global Investments’ Gary Tan. Revenue from high-performance computing — which includes chips for servers and datacenters — now accounts for three-fifths of the company’s revenue, a major change from when TSMC primarily rode the smartphone market. The company is sticking with plans to spend $XX billion to $XX billion upgrading and expanding capacity this year. TSMC had earlier pledged to spend another $XXX billion ramping up manufacturing in Arizona, Japan, Germany and back home in Taiwan.  XXXXX engagements  **Related Topics** [asml](/topic/asml) [coins ai](/topic/coins-ai) [money](/topic/money) [united states dollar](/topic/united-states-dollar) [sales forecast](/topic/sales-forecast) [the worlds](/topic/the-worlds) [$0981hk](/topic/$0981hk) [$2330tw](/topic/$2330tw) [Post Link](https://x.com/neilksethi/status/1945831427704287708)
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Neil Sethi @neilksethi on x 12.5K followers
Created: 2025-07-17 13:02:18 UTC
$TSM Taiwan Semiconductor, the world’s biggest contract chipmaker, on Thursday raised its sales forecast to growth of about XX% in US dollar terms this year, up from mid-20% previously signaling that the global AI spending spree continues after some doubts had crept in following ASML cutting its sales forecast a day earlier.
Chief Executive Officer C.C. Wei affirmed on Thursday that AI orders still run hot — seeking to dispel persistent speculation that tech firms may curtail spending. While he stressed that underlying AI demand is strengthening, the uncertainty around the Trump administration’s tariffs merited caution. TSMC is “a timely boost to semiconductor sentiment heading into 2H25, amid broader concerns over sectoral tariffs and policy headwind,” said Allspring Global Investments’ Gary Tan.
Revenue from high-performance computing — which includes chips for servers and datacenters — now accounts for three-fifths of the company’s revenue, a major change from when TSMC primarily rode the smartphone market.
The company is sticking with plans to spend $XX billion to $XX billion upgrading and expanding capacity this year. TSMC had earlier pledged to spend another $XXX billion ramping up manufacturing in Arizona, Japan, Germany and back home in Taiwan.
XXXXX engagements
Related Topics asml coins ai money united states dollar sales forecast the worlds $0981hk $2330tw