TSMC April Revenue Growth Driven by AI Chip Orders for 5nm and 7nm
TSM•TSMC reported April revenue growth driven by surging AI chip demand, boosting orders for its 5nm and 7nm process technologies. This marks the third consecutive month of revenue expansion as AI-related applications accelerate its foundry business recovery.
1. April Revenue Growth
TSMC reported that April wafer revenue rose year-over-year as AI chipmakers expanded orders for its advanced 5nm and 7nm process nodes. The company highlighted that this uplift followed a moderation in smartphone-related demand earlier in the quarter.
2. AI Demand Outlook
AI-focused applications, including data center accelerators and generative AI hardware, accounted for a significant portion of new orders in April. TSMC indicated that sustained AI momentum will guide its capacity planning and capital expenditure through the remainder of the year.
