Overview
- TSMC reported April revenue of NT$410.73 billion on Friday, up 17.5% year over year and down 1.1% from March.
- Cumulative sales for January through April reached NT$1.54 trillion, which is a 29.9% increase from a year earlier.
- The company kept second‑quarter revenue guidance at $39.0 billion to $40.2 billion, and analysts cited by Bloomberg expect roughly 35% year‑over‑year growth for the June quarter.
- Advanced chips made on 7nm and smaller processes drove most wafer revenue, reflecting AI orders from Nvidia, Apple, and AMD; these smaller nodes pack more transistors, which boosts speed and power efficiency.
- TSMC signaled capital spending could land near the high end of guidance at about $56 billion to add advanced capacity, and the stock is up more than 35% this year with an average analyst target near $465, though investors still flag U.S.–China export limits and supply‑chain risks.