TSMC logs NT$718.9B revenue surge, warns of Iran supply risk
TSMC reported NT$718.9B ($22.6B) revenue for January and February, up 30% year-on-year with February sales up 22%. The Iran conflict threatens LNG, helium and bromine supplies, potentially raising TSMC’s energy and material costs.
1. Robust Early-Year Sales Growth
TSMC reported combined January and February revenue of NT$718.9B ($22.6B), a 30% increase year-on-year. February sales rose 22% despite production schedule shifts due to Lunar New Year timing.
2. Geopolitical Supply Chain Risks
The Iran conflict threatens global exports of liquefied natural gas, helium and bromine, key inputs for chip fabrication. Disruptions could elevate energy and raw material costs, challenging TSMC’s ability to support surging AI infrastructure demand.
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Sources
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