TSMC sales jump 30% on strong AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) said sales rose 30% in January and February to NT$718.9 billion (US$22.6 billion).

TSMC supplies chips to Nvidia, AMD, and Broadcom, and is viewed as a barometer for AI hardware demand.

The company said strong AI infrastructure construction prior to the outbreak of conflict in the Middle East helped drive the rise.

Analysts on average expect a 33% rise in Q1, while February sales rose 22% as growth was affected by the Lunar New Year, which fell in January 2025.

🔗 Source: Bloomberg

🧠 Food for thought

Implications, context, and why it matters.

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