TSMC’s April Sales Growth Slows to 5% as AI Node Demand Soars 18%
TSMC’s April wafer revenue rose 5% year-on-year to TWD 566.9 billion, marking its slowest growth since November as smartphone and PC chip orders softened. Demand for its advanced N5 and N3 process nodes climbed 18% sequentially on AI accelerator buildouts, potentially easing capacity for AMD’s next-gen processors.
1. TSMC April Revenue Performance
April wafer revenue reached TWD 566.9 billion, up 5% year-on-year but the slowest pace since November as volumes for legacy smartphone and PC chips softened, reflecting a broader slowdown in consumer electronics demand.
2. AI-Focused Node Demand
Sales of advanced process nodes rose sharply, with N5 and N3 wafer shipments increasing 18% sequentially to support AI accelerator production, driven by hyperscale data center expansions and growing enterprise AI workloads.
3. Implications for AMD’s Production Outlook
The shift toward AI workloads could prioritize AMD’s high-performance GPUs and data center CPUs for advanced nodes, though broad revenue slowdown may squeeze overall foundry capacity, potentially affecting AMD’s midcycle product ramp timing.