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2mo ago

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.

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US Commerce Secretary Howard Lutnick speaks next to US President Donald Trump and C.C. Wei, chairman and chief executive of Taiwan Semiconductor Manufacturing Co, as they announce the chipmaker’s US$100 billion investment in the Roosevelt Room at the White House in Washington, DC, on March 3, 2025. Photo: Reuters
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Overview

  • 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.