TSMC Q1 Revenue Jumps 35% to NT$1.13 Trillion on AI Chip Surge
TSMC’s first quarter revenue rose 35% year-on-year to NT$1.13 trillion, driven by AI chip demand. March sales grew 31% from February and 45% from a year earlier, underscoring strong momentum ahead of its April 16 earnings call.
1. Q1 Revenue Performance
Taiwan Semiconductor Manufacturing Company posted NT$1.13 trillion in revenue for January through March, marking a 35% increase over the same period last year. March sales alone rose 31% from February and 45% from March 2025, reflecting accelerating demand.
2. AI Demand and Customer Base
The surge is fueled by global AI infrastructure build-outs, with major customers such as Nvidia, AMD and Broadcom ramping orders for advanced processing nodes. Persistent capacity constraints have also driven clients to secure wafer supply well into 2026.
3. Outlook and Earnings Call
TSMC will hold its first quarter earnings call on April 16, where management is expected to discuss capacity expansion plans and margin outlook. Industry forecasts for trillion-dollar semiconductor spending this year suggest sustained tailwinds for AI chipmakers.