TSMC’s revenue saw significant growth in 2024, primarily driven by strong demand for AI chips. The company expects its revenue to grow by approximately 25% in 2025, while maintaining its long-term compound annual growth rate (CAGR) target of 20%. Notably, AI-related revenue is projected to increase by as much as 40%. Goldman Sachs, based on this outlook, remains optimistic about TSMC and its U.S. supply chain partners, assigning a “Buy” rating to several U.S. tech companies. During the earnings call, TSMC also reported smooth progress in its overseas plant construction projects and reaffirmed its commitment to continued investment in AI-related technologies. -- Hosting provided by SoundOn