In February, Taiwan Semiconductor's revenue increased by 43% year-on-year, setting a new record for the same period in history
In February, Taiwan Semiconductor's sales amounted to NT$ 260.01 billion, accelerating from a year-on-year growth rate of 35.9% compared to the previous month. Earlier this month, Taiwan Semiconductor announced plans to invest an additional US$ 10 billion in the United States to expand production due to strong demand from American customers
AI demand remains strong! TSMC's revenue in February accelerates again, setting a new historical record.
On Monday, March 10, TSMC announced its revenue report for February 2025. The report shows that TSMC's sales in February reached NT$ 260.01 billion, a record high for the same period in previous years, a decrease of 11.3% month-on-month, and an increase of 43.1% year-on-year, accelerating from last month's year-on-year growth rate of 35.9%.
The report also indicates that as of February, TSMC's cumulative sales amounted to NT$ 553.3 billion, a year-on-year increase of 39.2%, faster than the same period last year. Analysts generally expect TSMC's revenue to grow by about 41% this quarter.
Previously, TSMC had stated that the losses from the Chiayi earthquake in the first quarter amounted to approximately NT$ 5.3 billion, affecting some wafers in production.
Earlier this month, TSMC announced that due to huge demand from American customers, it plans to invest an additional US$ 100 billion to expand production, which includes the construction of three new wafer fabs, two advanced packaging facilities, and a major R&D team center. Including the ongoing project in Phoenix, Arizona, TSMC's total investment in the U.S. has reached US$ 165 billion.
As of today's market close, TSMC's stock price fell below NT$ 1,000, closing down 0.7% at NT$ 998 per share.
