Taiwan Semiconductor's May revenue increased by 39.6% year-on-year, trade uncertainties have triggered a chip hoarding wave

Zhitong
2025.06.10 07:03
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Taiwan Semiconductor's revenue in May reached NT$ 320.5 billion, a year-on-year increase of 39.6%. Although it declined by 8.3% month-on-month, global companies are accelerating chip stockpiling due to geopolitical risks, driving demand for wafer foundry services. Taiwan Semiconductor's CEO reiterated the expectation of a 20% revenue growth in 2025, emphasizing the strong and sustained demand for AI chips. Taiwan's exports to the U.S. hit a record high, indicating robust global semiconductor demand