From Financial Modeling Prep: 2025-04-10 04:03:00

Taiwan Semiconductor Manufacturing Co (TW:2330) saw a 46.5% year-on-year revenue increase in March, reaching NT$285.96 billion ($8.71 billion). Q1 2025 revenue hit NT$839.25 billion, up 41.6% from the previous year. Demand for AI chips and advanced node manufacturing drove growth, with TSMC benefiting from increased orders.

The market reacted positively to TSMC’s strong performance, with shares surging 10% in Taipei. The temporary pause on U.S. tariffs excluding China also boosted broader tech sentiment. However, uncertainty remains due to trade tensions between the U.S. and China, impacting TSMC’s global supply chain.

Despite short-term relief from U.S. President Trump’s tariff pause, TSMC faces uncertainty with the potential for tariffs on China to rise to 125%. The company’s deep integration with U.S. and Chinese tech ecosystems adds complexity to its global operations. Investors are monitoring trade dynamics closely.

TSMC’s robust revenue growth highlights the ongoing demand for semiconductors, particularly in AI-related sectors. As geopolitical risks persist, investors are cautious about the evolving trade relationship between the U.S. and China. Stay tuned for updates on Apple and NVIDIA’s exposure to TSMC’s supply chain.



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