Taiwan Semiconductor Industry Sees Output Value Growth Above 22% in 2025

Sunday, Aug 17, 2025 5:04 am ET1min read

Taiwan's semiconductor industry is expected to see a 22.2% growth in output value to NT$6.5 trillion ($216.67 billion) in 2025, up from a previous estimate of 19.1%, driven by strong global demand for AI applications. TSMC, the world's largest contract chipmaker, has raised its sales growth forecast to 30% in 2025. The IC manufacturing sector is expected to generate NT$4.36 trillion in output, up 27.5% from a year earlier.

Taiwan's semiconductor industry is poised for robust growth in 2025, with an expected 22.2% increase in output value to NT$6.5 trillion ($216.67 billion), up from a previous estimate of 19.1% [1]. This growth is driven by strong global demand for AI applications, a trend that is expected to continue.

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, has raised its sales growth forecast to 30% for 2025 [2]. The company's revenue in July 2025 jumped 22.5% quarter-over-quarter and 25.8% year-over-year, fueled by AI demand [3]. TSMC's shares gained ~5% after Taiwan confirmed its exemption from Trump's proposed 100% chip tariffs due to U.S. factory investments [4].

The IC manufacturing sector is expected to generate NT$4.36 trillion in output, up 27.5% from a year earlier [1]. The government is confident that U.S. tariffs, set to commence in August, will be temporary and is negotiating for a better deal. Taiwan's exports are expected to rise between 17% and 22% year-on-year in August, driven by strong demand for AI-related and other tech products [2].

The overall economic and trade outlook remains unstable, requiring close monitoring of future developments [2]. Uncertainties such as international trade tensions, policy changes, and geopolitical risks continue to affect the global supply chain.

References:
[1] https://www.ainvest.com/news/taiwan-raises-2025-growth-forecast-tariff-worries-2508/
[2] https://finance.yahoo.com/news/bernstein-reiterates-outperform-tsmc-tsm-045408447.html
[3] https://www.tradingview.com/news/te_news:476421:0-taiwan-export-growth-hits-highest-since-2010/
[4] https://english.cw.com.tw/article/article.action?id=4274-100%EF%BC%85%20US%20Tariffs%20on%20Semiconductors%2C%20with%20Exemptions%20%E2%80%94%20Is%20TSMC%20Safe%3F

Taiwan Semiconductor Industry Sees Output Value Growth Above 22% in 2025

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