TSMC Sees 39% Revenue Surge in Early 2025 Driven by AI Chip Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reports a remarkable 39% year-over-year revenue increase in the first two months of 2025, fueled by strong AI chip demand and strategic U.S. investments.
HIGHLIGHTS
- TSMC's revenue for January and February 2025 soared by 39% compared to the same period last year, reflecting robust demand for artificial intelligence chips.
- Despite this growth, the company's U.S.-listed shares, which serve major clients like Apple and Nvidia, experienced a slight decline during premarket trading.
- February sales totaled 260.01 billion New Taiwan dollars, marking a 43.1% increase year-over-year but an 11.3% decrease from January 2025.
Taiwan Semiconductor Manufacturing Co. (TSMC) announced a significant 39% year-over-year revenue increase for the first two months of 2025, driven by escalating demand for its AI chip technology.
Shares of TSMC, traded in the U.S. and serving industry leaders such as Apple (AAPL) and Nvidia (NVDA), declined by 3% on Monday morning.
The combined revenue for January and February reached 553.30 billion New Taiwan dollars (approximately $16.84 billion), highlighting the company's strong market position.
February alone saw sales of 260.01 billion New Taiwan dollars, a 43.1% rise compared to February 2024, though this represented an 11.3% drop from January 2025 figures.
These results follow TSMC's impressive fourth-quarter profits and optimistic AI market outlook. The firm also revealed plans to invest $100 billion in expanding its U.S. chip manufacturing operations, boosting its total Arizona investment to $165 billion. This aligns with U.S. government initiatives to repatriate semiconductor production.
Over the past 12 months leading up to March 2025, TSMC shares have increased by 20%, underscoring investor confidence.
UPDATE—March 10, 2025: Share prices have been updated to reflect current market data.
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