AI-driven Taiwan Semiconductor (TSM.US) expects a 30% growth, while capital expenditure remains unchanged! Geopolitical risks are the primary concern.

According to the Zhtng Financial APP, TSMC (TSM.US), as a leading company in the global semiconductor foundry sector, in the second quarter of 2025 financial report, in addition to showing strong performance growth, what has attracted market attention is its cautious attitude towards capital expenditure planning. Despite the continued strong demand for artificial intelligence chips, TSMC still chooses to maintain its capital expenditure plan for 2025 in the range of 38 billion to 42 billion US dollars, consistent with previous expectations, reflecting the company's high vigilance towards the current macro environment.