TSMC recently released its annual business report and financial statements for 2024, showing a total consolidated revenue of approximately NT$2.89 trillion and a net income of about NT$1.17 trillion. Chairman Wei Zhe-Jia noted that the U.S. tariff policy presents uncertainties and risks. However, no significant changes in customer behavior have been observed.

He anticipates that revenue in U.S. dollars will grow by 24% to 26% this year, exceeding the overall growth of the wafer manufacturing industry. During the first quarter, revenue reached NT$839.25 billion, with estimates for the second quarter ranging from $28.4 billion to $29.2 billion. This growth is primarily driven by demands in artificial intelligence technology along with a mild recovery in end-device markets, such as smartphones.

Despite the uncertainties arising from the tariff policies, customer behavior remains stable. Wei emphasized that TSMC will closely monitor developments over the coming months and approach the situation with caution to maintain its leading position globally.