Taiwan Semiconductor Manufacturing Co. (TSMC) has posted a notable boost in April sales, largely fueled by the growing demand for artificial intelligence chips and the strategic stockpiling by global clients in anticipation of possible U.S. tariffs. TSMC's sales soared 59.6% year-over-year to approximately NT$236 billion (US$7.3 billion), marking a 20.9% increase from March, as detailed by Investopedia.
The surge in sales is primarily attributed to the sustained demand for AI semiconductors, with TSMC's high-performance computing revenues climbing 18% compared to the previous year, according to io-fund.com. Additionally, Reuters highlighted that businesses worldwide are stockpiling technology products in light of potential tariff threats, further boosting TSMC's sales figures.
TSMC has revised its second-quarter revenue projections upward, anticipating figures between US$19.6 billion and US$20.4 billion, a rise from earlier estimates of US$19.1 billion. In response to robust demand for advanced technologies, the company plans to invest up to US$32 billion this year. These strategic moves underscore TSMC's significant influence in the global semiconductor industry and its adaptive approach to market shifts and possible trade challenges.