How did TSMC's Revenue Changed

The company supplies chips to Apple and Nvidia. Photo: Unsplash

Taiwan Semiconductor Manufacturing Company (TSMC) posted a 42% year-on-year revenue increase in the first quarter of 2025, reaching NT$839 bn (approximately $25.6 bn), the Company’s press office reported.

The January–March period results exceeded analyst expectations and aligned with the Company’s internal forecasts. Every month, March saw the strongest revenue growth, with net income up 46.5% compared to March 2024.

Analysts attribute TSMC’s strong performance to global demand for AI-related chips and semiconductors. TSMC is a major supplier for tech giants like Apple and Nvidia in this key area.

Despite the strong quarterly results, TSMC shares have fallen 23.7% on the New York Stock Exchange since the beginning of the year. The decline began in late January, shortly after Donald Trump assumed office as President of the United States. Investor concerns center around the potential impact of the new U.S. administration’s tariff policies on TSMC’s global business operations.

Kursiv Uzbekistan reported that BlackRock CEO Larry Fink warned of a potential 20% drop in the U.S. stock market.