That marked TSMC’s fastest pace of growth since 2022. Electronics manufacturers had stockpiled goods in US warehouses in anticipation of potential trade and shipping disruptions.
The main chipmaker for Apple and Nvidia reported revenue of NT$839.25 billion (US$25.5 billion) in the first three months of 2025. Analysts on average expected roughly NT$830.5 billion. The company reports full quarterly earnings next week.
In March, TSMC chief executive officer C.C. Wei and US President Donald Trump jointly announced an additional US$100 billion investment in US chipmaking, boosting the White House’s goal of bringing manufacturing back home. Trump credited rising tariffs for the extra outlay.