TSMC's May Sales Soar 39.6%! Solidifying Its Position as the Global Foundry Kingpin

TradingKey - Taiwan Semiconductor Manufacturing Company (TSMC) reported that its sales in May 2025 surged due to the relentless demand for AI chips. The total sales for the month reached NT320.516 billion, marking a significant year-on-year increase of 39.6%. Although there was a sequential decline of 8.3%, the company has continued its high-growth trend in recent years.

From January to May this year, TSMC's cumulative revenue reached NT$1.51 trillion, representing a year-on-year growth of 42.6%, far exceeding the 27% growth rate during the same period in 2024.

TSMC’s impressive performance has reinforced its status as the world's largest contract chip manufacturer. As an exclusive foundry for leading companies like NVIDIA, AMD, Microsoft, and OpenAI for their high-end AI chips, TSMC is witnessing a continued influx of orders due to the global competition in AI computing.

The sales growth can be attributed to a recovery in the global semiconductor market and soaring demand for AI technology. The global AI chip market is projected to reach $150 billion by 2025, with TSMC holding a dominant position thanks to its advanced 3nm and 5nm process technologies.

Buoyed by May's sales performance, TSMC’s stock price rose over 2% in after-hours trading on US markets, closing at approximately $211.36, showing a rebound from previous days.