tsmc defies tariff headwinds with massive may revenue surge

2025-06-16 tsmc

taipei, Monday, 16 June 2025.
Taiwan Semiconductor Manufacturing (TSMC) reported a striking 40% year-over-year revenue increase in May. This growth demonstrates the company’s strong market position, despite global economic challenges. TSMC’s ability to navigate tariff concerns has made it a key player in the semiconductor industry. Investors are keenly observing TSMC’s performance, viewing it as an indicator for the broader tech sector. The company’s resilience is further underscored by the fact that its 3nm process will meet the needs of the iPhone 17.

stock performance and market reaction

TSMC’s stock, traded on the NYSE under the ticker TSM, closed at $211.10 on June 13, a decrease of 2.01% [1]. Earlier that day, the stock closed at $215.43 [1]. The stock’s 52-week range spans from a low of $131.69 to a high of $224.737, reflecting considerable volatility and growth potential [1]. On June 13, the Taiwan stock market experienced a downturn, opening lower and falling over 200 points [8]. TSMC’s stock opened at 1,040 New Taiwan dollars, down 5 New Taiwan dollars [8]. These market fluctuations highlight the sensitivity of TSMC’s stock to broader economic and geopolitical factors.

revenue growth and future expectations

TSMC’s May revenue reached 320.516 billion New Taiwan dollars, a 39.6% increase compared to the same period last year [5]. This figure, when converted to U.S. dollars, amounts to $10.706 billion [5]. The company’s revenue in the second quarter is expected to surpass $30 billion, exceeding initial expectations [5]. TSMC anticipates continued revenue momentum, driven by sustained demand for its advanced semiconductor manufacturing capabilities [5]. If June maintains this trajectory, revenue could exceed 280 billion New Taiwan dollars [5].

geopolitical factors and industry dynamics

Geopolitical risks are increasing, impacting the prices of various products in the basic chemical industry [1]. Macron is advocating for France to become a leading semiconductor manufacturing hub, intensifying global competition [1]. The first meeting of the China-U.S. economic and trade consultation mechanism occurred in London, signaling ongoing efforts to manage trade relations [1]. These geopolitical and macroeconomic factors introduce uncertainty, yet TSMC’s robust performance suggests resilience [8]. The Taiwan Stock Exchange closed at 22072.95 points on June 14, a decrease of 214.87 points [7].

market leadership and technological advancements

TSMC’s technological advancements, particularly in 3nm process technology, position it favorably to meet the demands of upcoming products like the iPhone 17 [1]. The company’s focus on advanced packaging solutions, such as SOCAMM, is expected to drive future growth [7]. Nvidia’s CEO, Huang Renxun, views AI infrastructure as essential, akin to fundamental utilities, predicting a $100 trillion market [7]. TSMC’s manufacturing capabilities are crucial for Nvidia’s AI chips, solidifying its role in the AI revolution [7]. TSMC opened flat at 1,030 yuan [8].

Bronnen

revenue growth tariff impact