TSMC faces headwinds from a strengthening Taiwan dollar, which could impact gross income by NT$90 to NT$100 billion (US$3.1 – $3.4 billion) based on estimates for NT$3 trillion total 2025 revenue, media report, noting the Taiwan dollar strengthened 8% against the US dollar in the 2nd quarter. TSMC has said every 1% rise in the Taiwan dollar hits its gross margin 0.4 percentage points, meaning the 8% rise in the Taiwan dollar equals a 3.2 percentage point hit. $Taiwan Semiconductor(TSM.US) #semiconductors #semiconductor #forex
Source: Dan Nystedt
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