Catenaa, Monday, March 10, 2025– Taiwan Semiconductor Manufacturing Co. (TSMC), World’s largest chipmaker, said Monday that its revenue for the first two months of 2025 jumped 39% year-over-year, with demand for its artificial intelligence (AI) chips.
The company said the revenue in January and February was a combined 553.30 billion New Taiwan dollars or $16.84 billion.
February sales were 260.01 billion New Taiwan dollars, a 43.1% jump from the same month last year. February sales marked an 11.3% drop from January 2025, however the numbers come after the world’s largest contract chip manufacturer posted better-than-expected fourth-quarter profit and a bullish outlook for AI demand.
The US-listed shares of the company, which supplies tech heavyweights such as Apple (AAPL) and Nvidia (NVDA), are falling more than 1.5% in premarket trading on Monday. TSMC shares are up by a fifth in the last 12 months through Friday.
TSMC is the primary producer of many advanced semiconductors used in everything from smartphones to fighter jets. However, as China has vowed to “reunite” Taiwan with the mainland, by using force if necessary, the vulnerability of global semiconductor supply is a key strategic factor.
The Taiwanese company also said earlier this month that it plans to invest $100 billion in US based chip manufacturing facilities, growing the company’s total investment at its Arizona site to $165 billion.
The announcement comes at a time when the Trump administration aims to bring chip production back to the United States.
In 2020, TSMC announced billions of dollars in investment to build chip foundries in the southwestern US state of Arizona. After delays and more cash infusions, the first plant there began production in 2024 A second is due to begin production in 2028.
This brings TSMC’s total investment in the US to $165 billion.
