Taiwan Semiconductor Manufacturing Co (TW:2330) posted a sharp jump in March revenue, buoyed by rising global demand for advanced chips and AI applications. The results came amid escalating trade tensions between the U.S. and China.
NT$285.96 billion ($8.71 billion) in March revenue
Up 46.5% year-on-year from NT$195.21 billion ($5.94 billion)
Up 10% from February levels
For Q1 2025, revenue totaled NT$839.25 billion, marking a 41.6% increase compared to the first quarter of 2024.
TSMC, a key supplier to tech giants Apple (NASDAQ:AAPL) and NVIDIA (NASDAQ:NVDA), continues to benefit from:
Surging demand for AI-focused chipsets
Strength in advanced node manufacturing (such as 3nm and 5nm)
Expanding orders from global cloud and semiconductor firms
TSMC shares surged 10% on Thursday in Taipei, hitting their daily upper limit.
Broader tech sentiment improved following a temporary pause on U.S. tariffs, excluding China.
U.S. President Donald Trump’s recent decision to pause new tariffs for 90 days offered short-term relief. However, the decision to raise tariffs on China to 125% adds uncertainty to TSMC’s global supply chain, especially given its deep integration with U.S. and Chinese tech ecosystems.
To explore the company’s historical earnings and quarterly performance breakdowns, refer to:
Earnings Historical Data API — useful for tracking TSMC’s earnings momentum and YoY comparisons
TSMC’s strong revenue growth underscores the resilience of semiconductor demand, especially in AI-related segments. But with geopolitical risks still elevated, investors remain watchful of how trade dynamics between Washington and Beijing evolve.
Let me know if you'd like to add a quick update on Apple or NVIDIA’s exposure to TSMC’s supply chain next.
