TSMC will host its 2nd quarter investors’ conference Thursday (7/17) in Taipei, and investors want to know: (based on media reports).
1. 2nd quarter results and Q3 outlook2. Semiconductor industry outlook3. AI chip demand and potential for further growth4. Impact of the strong Taiwan dollar5. Impact of, and how to deal with US tariffs6. Q3 outlook seen conservative due to Taiwan dollar, US tariffs7. TSMC seen raising 2025 revenue growth to near 30% from 25% now8. 5-year sales CAGR 20% now, will TSMC raise?9. TSMC capex plan update10. TSMC 2026 capex seen $40 to $45 billion11. CoWoS capacity planning for 2025 and 202612. TSMC pricing strategy for 202613. 2nm progress, mass production, customer wins14. US fab expansion15. Gross margin outlook16. Advanced process technology and advanced packaging technology updates and time tablesSource: Dan Nystedt
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