TSMC Outlook Beats Estimates, Signals Resilient AI Spending

The transcript discusses a company's earnings call, highlighting strong first quarter financial expectations with sales projected between $25 to $25.8 billion, surpassing previous estimates. The gross margin is also expected to be better than anticipated. TSMC's performance is analyzed, showing significant revenue from advanced technology. The company's CapEx plans for 2025 are discussed, indicating continued investment. Additional details are available through a live blog.

What is the expected range for the company's first-quarter sales?

• $24 to $24.5 billion

• $20 to $21 billion

• $25 to $25.8 billion

• $30 to $31 billion

How does the company's expected gross margin for the first quarter compare to its longer-term expectation?

• It is significantly lower than the long-term expectation.

• It is lower than the long-term expectation.

• It is higher than the long-term expectation.

• It matches the long-term expectation.

What proportion of the company's revenue in the fourth quarter came from advanced technology products?

• One-third of the revenue

• All of the revenue

• Half of the revenue

• Three-quarters of the revenue

What is the revised range for the company's 2025 capital expenditure plans?

• $40 to $45 billion

• $30 to $35 billion

• $35 to $38 billion

• $38 to $42 billion

Why is the company increasing its capital expenditure for 2025?

• To improve marketing strategies

• To expand its workforce

• To invest in new technology

• To reduce operational costs