TSMC Earnings Are Coming. AI Chip Demand and U.S. Export Curbs Are in Focus. - Barron's
1. TSM projected a 55% rise in quarterly profit driven by AI hardware demand. 2. Proposed U.S. export restrictions could negatively affect TSMC's December results. 3. TSM's revenue forecast exceeds analysts' estimates, indicating strong market performance. 4. Anticipated sales growth of 20-25% for 2025 due to AI investments. 5. Analysts will monitor comments on potential impacts from U.S. restrictions.