TSMC Shares Surge 3.75% Amid Historic Growth and Apple's Massive Chip Orders

Recent news from Taiwan indicates a rising momentum for TSMC as its shares experienced a significant increase of 3.75% on May 13. This marks the company's fifth consecutive day of gains, accumulating a remarkable 12.60% growth over the past five days, reaching a historic high since February 2025.

A report from Taiwan's Economic Daily has highlighted Apple's potential massive chip orders from TSMC, estimated to reach up to 1 trillion New Taiwan dollars (around 33 billion USD) by 2025. This would reinforce TSMC's revenue stream significantly. The estimation follows an increasing share of TSMC components in Apple products and the pivotal role of TSMC's Arizona facility in the US.

Apple's CEO, Tim Cook, has frequently underscored that Apple is the largest client of TSMC's Arizona facility, with upcoming 2nm chip production expected to boost the value of Apple's orders further. These advancements in processing capability position TSMC favorably against competitors like Samsung and Intel.

TSMC's Arizona plant has reported impressive improvements in production efficiency, prompting heightened interest from major US tech companies, including Apple, Nvidia, AMD, Qualcomm, and Broadcom, driven by geopolitical considerations and the advantage of local production capabilities.

The operation of TSMC's new facilities in Japan, the US, and Germany is projected to contribute significantly to its revenues, potentially allowing overseas production to account for about 20% of its capacity by 2028. A recent investment boost in the US facility forecasts substantial growth in TSMC's advanced foundry processes below the 2nm threshold.

In another development, TSMC revealed notable financial achievements in April, reporting monthly revenue surpassing $115 billion, marking a record high with an increase of 22% over March and an impressive 48.1% year-on-year rise. This continued growth trend, maintaining increases above 35% across the first four months of the year, underscores TSMC's solid revenue expansion.

Finally, TSMC's board approved comprehensive measures aligned with long-term capacity planning, including advanced process and packaging construction, alongside strategic asset transactions with VSMC. Ensuring the company's readiness for future technological demands, TSMC looked forward to maintaining its robust industry position.