Taiwan Semiconductor deep dive and 2025 outlook

The semiconductor manufacturer is one of the few that surviving the tariff threat

Jul 17, 2025

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Company Overview

Taiwan Semiconductor Manufacturing Company TSM 0.00%↑, founded in 1987 by Morris Chang, is the world’s largest pure-play semiconductor foundry. Headquartered in Hsinchu, Taiwan, it manufactures chips for clients like Apple, Nvidia, AMD, and Qualcomm. TSMC’s 2024 annual revenue was approximately $90 billion, with a YoY growth rate of around 23–25%, driven by demand for advanced AI and HPC chips. Its main competitors are Samsung Foundry, INTC 0.00%↑ Intel Foundry Services, and GlobalFoundries GFS 0.00%↑

China needs Taiwan's biggest chipmaker — more than the other way around

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