TSMC Reports Another 40% YoY Revenue Growth In May, Resisting Tariff Fears

  • TSM recently released a report which showed 39.6% YoY growth in May, which shows that the trade uncertainties are not hurting the company. TSM has also increased its market share in Q1 2025 as Samsung's foundry business shows new challenges. TSM's ability to show 90% plus yields for its latest 2nm process is also a positive sign as Intel's new leadership might reduce the foundry investment.