On Thursday, TSMC announced a significant increase in March revenue, driven primarily by strong demand for advanced chips and AI-related applications.March revenue reached NT$ 285.96 billion (US$ 8.71 billion), a 46.5% increase from NT$ 195.21 billion (US$ 5.94 billion) in the same period last year. March revenue increased by 10% compared to February.According to the company's statement, total revenue for the first quarter ending in March was NT$ 839.25 billion, a 41.6% increase compared to the same period in 2024.<img src="https://pub.pbkrs.com/cms/2025/0/ez7GaXMW6DG9vEGqkWzqFyTA4gRYxHxV.jpg?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/cms/2025/0/ez7GaXMW6DG9vEGqkWzqFyTA4gRYxHxV.jpg"/>It is worth mentioning that the release of this report comes amid escalating global trade tensions triggered by U.S. tariffs. TSMC is a major supplier for Apple (NASDAQ: AAPL) and NVIDIA (NASDAQ: NVDA).U.S. President Donald Trump announced a 90-day tariff suspension for most trading partners—excluding China. This temporary relief helped ease global market concerns, but the 125% tariff increase on China raised worries about supply chain disruptions and geopolitical resistance.Additionally, foreign media reported that TSMC is accused of &#34;illegally&#34; manufacturing AI chips for a certain company and will face a fine of over US$ 1 billion from the U.S. Department of Commerce. Such penalties are extremely rare and could even be record-breaking. The penalty amount is based on the illegal transaction amount assessed by the U.S., up to twice the amount

This growth is primarily driven by strong demand for advanced chips and AI-related applications, while Nvidia's stock price rebounded from a 2% decline in after-hours trading

- TSMC reported a significant revenue increase in March, driven by strong demand for advanced chips and AI applications.  
- March revenue reached NT$ 285.96 billion (US$ 8.71 billion), a 46.5% increase from NT$ 195.21 billion (US$ 5.94 billion) in the same month last year, with a 10% month-over-month growth.  
- The report comes amid escalating global trade tensions due to U.S. tariffs, with TSMC facing potential fines exceeding US$ 1 billion for allegedly "illegal" AI chip manufacturing for another company.

Taiwan Semiconductor surged 4% in after-hours trading, with Q1 revenue increasing by 41.6%