TSMC's revenue rose by 17.5% in April thanks to a wave of interest in AI stocks

Results of TSMC’s activity for the first month of the second calendar quarter

Metric Value (April) Annual growth Revenue $13.1 billion +17.5% Expected revenue for the entire quarter $39–40.2 billion –

Key facts
1. Revenue growth

- In April, TSMC (the largest contract chip manufacturer) increased its revenue by 17.5% compared to the same month last year, reaching $13.1 billion.

- Analysts forecast overall revenue growth for Q2 of about 35%.

2. Growth potential in AI infrastructure

- According to Bloomberg, cloud giants plan to invest around $725 billion in developing artificial intelligence computing infrastructure.

- TSMC supplies many components for these companies and can profit from this boom sector.

3. Updated financial forecasts

- In April, the company’s management raised its annual revenue forecast, expecting growth of more than 30%.

- Capital expenditures (CAPEX) are planned to be kept at the upper end of the previous range – about $56 billion, which is +37% compared with last year. These funds will be invested in expanding semiconductor production.

4. First‑quarter results

- Revenue rose by 35% to $35.6 billion.

- Net profit increased by 58% and reached a record $18 billion.

- Production volumes in natural terms grew by 28.1%.

5. Forecast for the end of Q2

- Based on April revenue of $13 billion and maintaining current momentum, TSMC expects to achieve its stated revenue targets ($39–40.2 billion) by quarter’s end.

Thus, the first month of the second calendar quarter confirms TSMC’s sustained growth, and the company is ready to take advantage of rising demand for AI chips and cloud services.