Taiwan Semiconductor's night trading rose by 4.7%, with Q2 sales forecast exceeding market expectations, and capital expenditures in 2025 will reach between USD 38 billion to USD 42 billion
Taiwan Semiconductor's night trading rose by 4.7%, mainly benefiting from Q1 performance exceeding expectations and Q2 sales expectations being higher than market estimates. In terms of capital expenditure, Taiwan Semiconductor expects capital expenditures to reach USD 38 billion to USD 42 billion in 2025, maintaining the previously expected range
Taiwan Semiconductor rose 4.7% in after-hours trading, mainly benefiting from Q1 performance exceeding expectations and Q2 sales expectations surpassing market estimates.
The financial report released by Taiwan Semiconductor for the first quarter showed that both net profit and revenue exceeded market estimates, with gross margin and operating profit margin also higher than expected. These impressive financial figures have boosted market confidence in Taiwan Semiconductor, driving up its stock price. Additionally, Taiwan Semiconductor expects Q2 sales to reach between $28.4 billion and $29.2 billion, significantly higher than the market estimate of $27.16 billion, further enhancing investor optimism.
In terms of capital expenditure, Taiwan Semiconductor expects its capital expenditure for 2025 to reach between $38 billion and $42 billion, maintaining the previous expected range.
Overall, investors remain optimistic about the long-term demand logic for Taiwan Semiconductor, believing that its advantages in advanced process technology and global layout will continue to drive the company's growth. Despite some wavering in market confidence, Taiwan Semiconductor's financial performance and market expectations still indicate strong growth potential