Taiwan Semiconductor Manufacturing Company (TSMC) announced a stellar performance in its April 2025 Revenue Report, underscoring strong global demand for advanced semiconductors driven by artificial intelligence (AI) and high-performance computing.
According to the report, TSMC’s consolidated net revenue for April 2025 reached approximately NT$349.57 billion (US$10.76 billion), marking a 22.2% increase from March 2025’s NT$285.96 billion and a remarkable 48.1% surge compared to April 2024. This figure represents TSMC’s highest monthly revenue to date, surpassing the previous record of NT$314.24 billion set in October 2024. The company’s year-to-date revenue from January to April 2025 totaled NT$1,188.82 billion, reflecting a robust 43.5% growth over the same period in 2024.
The April figures build on TSMC’s exceptional first-quarter performance, announced on April 17, 2025. For the quarter ended March 31, 2025, TSMC reported consolidated revenue of NT$839.25 billion (US$25.53 billion), a 41.6% year-over-year increase, with net income soaring 60.3% to NT$361.56 billion and diluted earnings per share (EPS) rising 60.4% to NT$13.94 (US$2.12 per ADR unit). Compared to Q4 2024, revenue and net income dipped slightly by 3.4% and 3.5%, respectively, due to smartphone seasonality, though this was partially offset by strong AI-related demand. TSMC’s gross margin stood at 58.8%, operating margin at 48.5%, and net profit margin at 43.1%, reflecting operational efficiency.
Advanced technologies were a key driver, with 3-nanometer processes contributing 22% of Q1 wafer revenue, 5-nanometer 36%, and 7-nanometer 15%. Collectively, nodes at 7-nanometer and below accounted for 73% of total wafer revenue, underscoring TSMC’s leadership in cutting-edge semiconductor production. “Our business in the first quarter was impacted by smartphone seasonality, partially offset by continued growth in AI-related demand,” said Wendell Huang, TSMC’s Senior Vice President and Chief Financial Officer. “Moving into second quarter 2025, we expect our business to be supported by strong demand for our industry-leading 3nm and 5nm technologies.”
TSMC’s growth is fueled by partnerships with major clients like Apple, Nvidia, and AMD, alongside strategic global expansions. The company’s US$100 billion investment in its Arizona facilities is set to begin 4-nanometer and 3-nanometer production in 2025, while its 2-nanometer process is on track for volume production later in the year. TSMC’s capital expenditure for 2025 is forecasted at US$38 billion to US$42 billion to support these initiatives. CEO C.C. Wei has projected AI-related revenue to double in 2025, with the company maintaining a mid-20% growth outlook for the year.
