TSMC quarterly profit seen hitting record but Trump tariffs, forex a concern

Analysts expect a 52% increase in the second quarter profit

TSMC, benefiting from the increase towards AI

Call for earnings at 0600 GMT

TAIPEI is expected to make a leap of 52% in the second quarter profit at record levels on Thursday, although TSMC, the US main manufacturer, focuses on the US tariffs and a strong Taiwan Dollar perspective.

According to a lseg wisely compiled from 21 analysts, Taiwan Semiconductor Manufacturing Co and NVIDIA, the world’s largest contract chipset and a key supplier to NVIDIA and Apple, is expected to report a net profit for 377.4 billion T until 30 months until June 30th.

Smartestimes gives more weight to estimates from more consistent analysts.

The company will report a call to a profit at 0530 GMT, which includes the third quarter guidance from 0600 GMT.

TSMC pointed out a 38.6%increase in the second quarter income. As a result of any profit over $ 374.68 billion T, the company’s highest three -month net revenue so far and the sixth quarter profit growth will mark.

It is not clear how much US President Donald Trump’s tariffs will affect TSMC.

Taiwan was threatened with a mutual tariff rate of 32% in April, but not yet an updated figure received by some countries. Trump also said that the tariffs on semiconductors this month will come soon.

The company said that in June, US tariffs have an indirect impact and they could lead to slightly higher prices, which could focus on demand.

In March, TSMC announced an investment of $ 100 billion in the United States with Trump in the White House and promised for three Arizona plants of $ 65 billion – two were built.

Another important issue is the 12% appreciation of the Taiwan Dollar against Greenback this year.

TSMC, Taiwan Dollar 1% of the appreciation of the gross margin usually reduced the gross margin 0.4 percent, he said. In June, the company said that the strengthening in Taiwan Dollar shaved more than 3 percent of the gross margin.

TSMC shares increased by about 80% last year, but only 5% to date from concerns about tariffs and negative exchange rates.

This article was created from an automatic news agency feeding without changing the text.