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TSMC Reports Record Q1 Profit and Revenue Boosted by AI Chip Demand

The chipmaking giant reaffirms its 2025 outlook and commits to a $165 billion U.S. investment despite looming tariff risks.

TSMC
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A man walks past a TSMC logo at the company's campus in Hsinchu, Taiwan on April 16, 2025.
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Overview

  • TSMC posted a 60.3% year-on-year profit increase to NT$361.56 billion and a 41.6% revenue rise to NT$839.25 billion in Q1 2025, exceeding analyst expectations.
  • The company maintained its full-year revenue and capital spending forecasts, projecting Q2 revenue of $28.4 billion to $29.2 billion.
  • CEO C.C. Wei confirmed no change in customer behavior, even with potential U.S. tariffs and export restrictions affecting the semiconductor sector.
  • TSMC leads the global foundry market with a 67% share, driven by its advanced 3nm and 5nm technologies, which accounted for 58% of Q1 revenue.
  • The company reiterated its $165 billion investment plan in U.S. chip manufacturing, aiming to bolster AI chip production and diversify its global operations.