Taiwan Semiconductor CFO Warns Of Margin Pressure, Prudent $42 Billion CapEx Plan
1. TSM's Q2 results surpassed expectations with a 44% revenue increase. 2. CFO suggests cautious 2025 spending amid AI chip demand surge. 3. Anticipates $42 billion capex; monitoring macro and currency risks. 4. Plans for a second Arizona plant and possibly a third by 2027. 5. Analysts raise fiscal 2025 growth outlook to ~30%, suggesting strong demand.