**"TSMC's Revenue Surge: A 41.67% Leap Driven by AI, 5G, and Strategic Partnerships

Financial Performance

As of March 31, 2025, TSMC (stock code: TSM) had an operating income of US$839.254 billion, up 41.67% from US$592.644 billion as of March 31, 2024. This significant growth reflects the company's strong market performance and ongoing business expansion.

Key Financial Data

1. TSMC's operating income reached US$839.254 billion in 2025, up US$246.610 billion from US$592.644 billion in 2024, a 41.67% increase. This growth indicates significant progress in the company's market demand, product sales, and overall operational efficiency.

2. Increased market demand, particularly in high-performance computing, artificial intelligence, and 5G, has driven an increase in TSMC's order volume.

3. TSMC has continued to invest in the expansion of production facilities, increasing its capacity to meet growing market demand.

4. The company has introduced more advanced process technologies (such as 5nm and 3nm technologies), attracting more high-end customers and enhancing the value of its products.

5. Collaborations with major technology companies (such as Apple and Nvidia) have strengthened its customer base and provided a stable revenue source.

6. The global economic recovery and the rebound in demand for consumer electronics have provided a good external environment for the company's operating income.

Industry Comparison

1. Industry-wide analysis: In the semiconductor industry, overall operating income has generally increased, especially in the high-end chip market, driven by emerging applications such as 5G, artificial intelligence, and electric vehicles. This trend reflects the industry's healthy development and the market opportunities brought about by technological advancements.

2. Peer evaluation analysis: Compared to its peers, TSMC's operating income growth is higher than the industry average, demonstrating its leadership in technology, production capacity, and market responsiveness. Competitors like Samsung and Intel are also growing, but TSMC has maintained a high market share and profitability through its focus on the foundry market.

Conclusion

TSMC's significant growth in operating income in 2025 is mainly due to increased market demand, capacity expansion, technology upgrades, and the expansion of its customer base. These factors have collectively helped the company maintain its leadership in the increasingly competitive semiconductor industry.

Opportunities

1. With the continued growth in demand for artificial intelligence, TSMC is expected to achieve higher revenue in the coming years.

2. The company plans to make large-scale investments in new technologies and capacity expansion, providing a guarantee for future growth.

3. Collaborations with major technology companies have provided TSMC with a stable revenue source, further strengthening its market share.

4. The global economic recovery has provided a good external environment for the semiconductor industry, helping TSMC's continued growth.

Risks

1. Global chip shortages may put pressure on the supply chain and affect the company's delivery capacity.

2. With intensifying competition, other companies may pose a threat to TSMC's market share.

3. Technological advancements require the company to continuously invest in research and development, potentially increasing operating costs.

4. Global economic fluctuations may affect the demand for consumer electronics, in turn affecting the company's operating income.