TSMC Reports 39% Revenue Surge in Early 2025 on AI Chip Demand

Taiwan Semiconductor Manufacturing Co. sees significant year-over-year growth in January and February, while monthly sales dip from January to February.

• TSMC's combined revenue for January and February 2025 reached NT$553.3 billion (US$16.84 billion), a 39% increase compared to the same period in 2024.
• February 2025 sales rose 43.1% year-over-year to NT$260.01 billion (US$7.91 billion) but declined 11.3% from January 2025.
• The growth is attributed to strong global demand for AI chips, with TSMC serving major clients like Nvidia and Apple.
• TSMC recently announced a $165 billion U.S. investment in advanced semiconductor manufacturing, including three new fabs and R&D facilities in Arizona.
• Analysts project continued growth for TSMC in the first quarter of 2025, though concerns remain about the sustainability of the AI-driven market boom.

3 Articles

Investopedia Benzinga South China Morning Post