The increase in sales is attributed to electronics companies stockpiling components ahead of anticipated global tariffs, particularly following U.S. President Donald Trump's announcement of tariffs on April 2, 2025.

The semiconductor market is experiencing growth driven by high demand for generative AI chips, which include various types of processors and communications chips.

TSM's upcoming 2nm technology promises significant efficiency improvements, potentially generating $2 trillion in sales for its customers within five years.

TSMC's CEO C.C. Wei noted that customer demand remains stable despite tariff uncertainties, with expectations of a 20% increase in full-year 2025 revenue in U.S. dollar terms.

The revenue boost is part of TSMC's ongoing growth, despite the broader semiconductor market facing challenges such as tariff uncertainties and a manufacturing PMI hitting a 16-month low.

Taiwan Semiconductor Manufacturing Company (TSMC) has reported a remarkable revenue increase of 48.1% in April 2025, reaching T$349.57 billion.

This surge in revenue marks a 22.2% rise compared to March 2025, when TSMC's revenue was NT$285.96 billion, indicating strong financial momentum for the company.

As of Q4 2024, TSMC held a dominant 67.1% share of the global semiconductor foundry market, reinforcing its position as a key player in the industry.

In response to ongoing trade tensions, TSMC plans to invest an additional $100 billion in U.S. manufacturing facilities, building on a previous commitment of $65 billion.

Despite a previous decline of over 13% in TSMC's stock in 2025 due to trade tensions, analysts predict a potential upside of 23.60% from its current share price.

Analysts have rated TSMC stock as a 'BUY', with an average target price suggesting a potential upside of 35.56%.

TSMC's success is attributed to its advancements in integrated circuit manufacturing, including the mass production of 5nm technology and ongoing development of 3nm and 2nm processes.