TSMC Soars 3.62% on AI Semiconductor Collaboration

On April 11, 2025, TSMC's stock price surged by 3.62% in pre-market trading, reflecting strong investor confidence in the company's recent developments and strategic initiatives.

In a significant move, SK Group Chairman Choi Tae-won and TSMC Chairman and CEO C.C. Wei met to discuss strategic collaborations in AI semiconductors. This meeting, following their previous encounter in June 2024, underscores the growing importance of AI in the semiconductor industry. The discussions focused on accelerating cooperation between SK Hynix and TSMC in high-bandwidth memory technology and advanced packaging capabilities. This collaboration is crucial as both companies play pivotal roles in the global AI semiconductor market, with SK Hynix supplying high-bandwidth memory and TSMC providing advanced wafer fabrication and packaging services.

TSMC's recent financial performance has been robust, with March 2025 revenue reaching approximately NT$285.96 billion, marking a 10% increase from February 2025 and a 46.5% year-over-year growth. The company's first-quarter revenue for 2025 totaled NT$839.25 billion, a 41.6% increase from the same period in 2024. This strong performance is driven by surging demand for AI servers and smartphones, despite potential challenges from U.S. tariffs. TSMC's advanced manufacturing capabilities, particularly in 2nm and 3nm processes, position it well to capitalize on the growing AI market. The company's strategic investments in the U.S., including plans to build new fabrication plants, further enhance its competitive edge and mitigate geopolitical risks.