TSMC Stock Soars 4.68% on 41.6% Revenue Surge

On April 17, 2025, TSMC's stock rose by 4.68% in pre-market trading, reflecting strong investor confidence in the company's recent financial performance and strategic initiatives.

TSMC's first-quarter financial report for 2025 showcased its robust performance in the semiconductor manufacturing sector. The company reported a consolidated revenue of NT$8392.5 billion (approximately USD 1891.35 billion), marking a 41.6% year-over-year increase. The net profit after tax reached NT$3615.6 billion (approximately USD 814.91 billion), a significant 60.3% increase compared to the previous year.

Advanced process technologies, particularly 3nm, 5nm, and 7nm, continued to drive TSMC's revenue growth. The 3nm process accounted for 22% of the total wafer shipments, highlighting TSMC's leadership in advanced process technologies and the high demand for its 3nm technology. The 5nm process, with a 36% share, maintained its competitive edge due to its mature and stable performance. The 7nm process contributed 15% to the total shipments.

TSMC's strategic investments in the United States, driven by the demand for AI-related chips, have further solidified its position as a global leader in semiconductor manufacturing. The company's plans to invest an additional USD 1000 billion in the U.S., on top of the previously announced USD 650 billion, underscore its commitment to expanding its production capabilities in response to growing market demands.

TSMC's focus on advanced process technologies and strategic investments in the U.S. are expected to drive its revenue growth in the coming years. The company's long-term gross margin is projected to remain at 53% or higher, with sales growth expected to be in the mid-20% range when calculated in USD. TSMC's efforts to expand its CoWoS production capacity and its plans to begin mass production of 2nm chips in the second half of 2025 further highlight its commitment to innovation and market leadership.