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bullish
Taiwan Semiconductor (TSMC) - ADR
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TSMC (2330.TT; TSM.US): 1Q25 Outlook, TSMC Will Use 2nm in 4Q25, and Production Will Occur in 1Q26.
Equity Bottom-Up
1.2k Views
05 Jan 2025 13:46
TSMC's revenue to decline in 1Q25, but expected to use 2nm technology by 4Q25 with potential partnerships with AMD and Apple by 1Q26. Expansion plans and Capex budget for 2025 also anticipated.
What is covered in the Full Insight:
1Q25 Revenue Outlook
2nm Technology Advancements
Expansion Plans and Capex for 2025
Client Utilization and Yield Challenges
Pricing Strategies for Mature Processes
SUMMARY
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