The profit estimates in the first quarter of TSMC are at a rate of 60 %, but Trump’s commercial policy threatens growth

Taiwan semiconductor manufacturer On Thursday winning Profit expectations For the first quarter, thanks to the increased demand for artificial intelligence chips.

Below are the results of the first quarter of TSMC for estimates of the consensus of LSEG:

• Revenue: $ 839.25 billion, Taiwan, for 835.13 billion dollars expected
• Net income: 361.56 billion dollars, compared to 354.14 billion dollars.

The net TSMC income increased by 60.3 % from the same period last year to 361.56 billion dollars, while the net revenue increased in the quarter of March by 41.6 % to 839.25 billion dollars.

The company said that the advanced technologies, which were defined as 7 nm and less, represent 73 % of the total WIFA revenue.

The world’s largest knots manufacture Nafidia.

However, the company faces the opposite winds of the commercial policy of US President Donald Trump, who put a wide trade tariff on Taiwan and More strict export controls On TSMC Nvidia customers and AMD.

Semiconductor export controls can also be expanded next month under “”The rules of spreading artificial intelligence“The Biden Administration has suggested for the first time, restricting the sales of chips who use your TSMC.

Taiwan is currently facing a 10 % blanket tariff of the Trump administration, which may rise to 32 % after the president’s pause for 90 days ends in his “mutual definitions” unless it reaches an agreement with the United States

As part of the efforts to diversify its supply chains, TSMC was investing billions of dollars in external facilities, although Assad’s share of its manufacture was still in Taiwan.

In a clear response to Trump’s commercial policy, TSMC announced last month plans to invest an additional $ 100 billion in the United States in addition to 65 billion dollars that three factories in the United States have adhered to

On Monday, AMD said that he will soon Manufacture of processor chips In one of the new TSMC facilities, which is based in Arizona, on the occasion of the first time its chips are manufactured in the United States

On the same day, NVIDIA announced it already Blackwell chips began to produce In Arizona plants in TSMC. It plans to produce up to half a trillion dollars in the United States in the United States over the next four years through the partners, including TSMC.

TAIWAN shares listed in TSMC decreased about 1 %. The stocks have lost more than 20 % so far this year.