TSMC April sales jump 17.5% on AI chip demand
TSMC reported April revenue of NT$410.73 billion ($13.08 billion), up 17.5 per cent year-over-year, as sustained demand for AI chips continued to drive growth at the world's largest contract chipmaker.
Taiwan Semiconductor Manufacturing Co released its April sales figures on Friday. Revenue came in at NT$410.73 billion ($13.08 billion), up 17.5 per cent from a year earlier.
The chipmaker cited sustained demand for advanced AI chips as the driver of growth.
The monthly figure was 1.1 per cent below March’s NT$415.19 billion. That marked the slowest pace of growth since October last year.
For January to April, TSMC’s cumulative revenue reached NT$1.54 trillion. That is 29.9 per cent higher than the first four months of 2025.
The company expects second-quarter sales of $39 billion to $40.2 billion. In the first quarter it reported $35.9 billion in revenue, a record.
TSMC makes processors for Nvidia and Apple among others. It has been a primary beneficiary of the global spending push on AI data centers. Its advanced fabrication plants produce the chips that power large language models and other AI software.
Investors are watching whether US-China technology restrictions could weigh on demand or capital spending. TSMC shares fell 0.9 per cent to NT$2,290.0 in Taipei on Friday. The stock has gained more than 35 per cent year-to-date, reflecting investor optimism about the AI-driven semiconductor cycle.
Kai Mendel
Technology editor covering fintech, AI and the platform economy. Reports from San Francisco.
