TSMC Revenue Jumps 43.1% in February Amid Robust AI Demand, But Seasonal Adjustments Loom

  • Taiwan Semiconductor Manufacturing Co (TW:2330) reported a remarkable 43.1% year-over-year revenue jump in February 2025, driven by strong demand for its chips powering artificial intelligence and high-performance computing applications. The company’s revenue reached NT$260.01 billion ($7.91 billion) in February, up from NT$181.65 billion in the same month last year.

    Strong QTD Performance Amid Robust AI Demand

    TSMC’s performance in the first two months of 2025 was equally impressive, with cumulative revenue totaling NT$553.30 billion—a 39.2% increase compared to the corresponding period in 2024. As the world’s largest contract chipmaker, TSMC continues to benefit from the rapid expansion of AI-driven applications, supplying critical components to industry giants such as Apple Inc (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA).

    For investors looking to analyze TSMC’s valuation and performance metrics in detail, the Key Metrics (TTM) API provides essential insights into margins, earnings multiples, and other key indicators.

    Seasonal Adjustments and Inventory Dynamics

    Despite the impressive year-over-year growth, TSMC experienced an 11.3% drop in month-on-month revenue in February compared to January’s NT$293.29 billion. This decline is attributed to seasonal factors and potential inventory adjustments, which may temporarily affect revenue trends despite the underlying strength in demand.

    For a historical perspective on TSMC’s earnings trends, investors can leverage the Historical Earnings API to review past performance and gauge future expectations.

    Looking Ahead

    TSMC’s robust performance in February underscores the growing importance of advanced semiconductor technologies in powering AI innovations. While seasonal factors have caused a short-term dip, the overall strong demand signals a positive outlook for the global semiconductor industry. As TSMC continues to set the pace in chip manufacturing, its financial results will remain a key indicator for investors tracking technology and AI sectors.

    Stay updated on TSMC’s performance and broader semiconductor market trends through these real-time data tools, which are vital for a data-driven investment approach.