The microchip giant Taiwan Semiconductor Manufacturing Company in the second quarter recorded an increase of almost 61% year on the year of the profit. A record result that also exceeded analysts’ estimates, driven by the strong demand for chips for applications related to artificial intelligence has remained strong. A non -isolated growth since the increasing expectations on artificial intelligence are pushing useful and evaluations of other big techs such as Nvidia and Apple to rise. However, an ascent that must deal with the current geopolitical context, where duties and limitations to trade risk brake the performance of the Tech sector.
The expectations of TSMC
In the third quarter the largest chip manufacturer It provides for a turnover between $ 31.8 billion and 33 billion dollars, with an increase of 38% year on year and 8% more than the previous quarter before. The CEO of TSMC, CC Wei, has declared in a conference call that the company expects its revenue for the entire year 2025 increase by about 30% in terms of US dollar, thanks to the growth of artificial intelligence and the question for its most advanced technologies.
The big names of the AI
Nvidia, leader in chips for the IA, also recorded Record profits Graze to the strong demand for hardware for data center. The company has become the symbol of the new era of artificial intelligence. In particular, its dizzying growth is driven by the global demand of GPU chip, fundamental for training and execution of generative IA models as a chatgpt. The H100 processor, considered a standard for IA data centers, made the company’s revenues take off, which in 2024 recorded quarters with profits above the Wall Street expectations. The strategic role of Nvidia as a key supplier of infrastructure for the IA has transformed the company from a producer of graphic cards for absolute leader gaming in the advanced semiconductor market. Even Apple, although less exposed directly, is benefiting from the fiction on the integrated I in its devices and services, attracting investors and supporting revenues.
The risks
Despite growth driven by artificial intelligencelarge technological companies must deal with the unknown of duties and commercial restrictions, in particular in relations with China. The geopolitical tensions and limits imposed on export of advanced chips risk slowing down the global demand and complicating the supply chains. For example, for giants such as Nvidia, strongly exposed to the Asian market, these constraints could turn into significant obstacles to growth, introducing a element of uncertainty in a sector otherwise in full expansion.
