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TSMC’s December sales surge 58% as demand for artificial intelligence remains strong By Investing.com


Investing.com– TSMC (NYSE: ) posted a sharp rise in sales in December as the world’s largest contract chip maker continued to see strong demand in the fast-growing artificial intelligence industry.

Sales rose 57.8% year-on-year to T$278.16 billion (US$8.44 billion), TSMC said on Friday. The pace of growth also accelerated sharply compared to the previous month.

That figure brought TSMC’s fourth-quarter revenue to T$868.46 billion, up significantly from T$625.53 a year earlier.

Strong sales set a positive tone for chip demand in 2025, as TSMC continued to benefit from increased capital expenditures for data centers and other AI-related infrastructure. This trend largely offset weakness in consumer electronics chip demand, which TSMC warned was unlikely to improve anytime soon.

The chipmaker is a key part of the global chip supply chain and makes chips for several major technology companies. AI darling NVIDIA Corporation (NASDAQ: ) is TSMC’s largest customer and has been a key source of AI-driven demand over the past two years.

TSMC will report fourth quarter earnings next week.





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