TSMC Reports 37% Revenue Surge in January, Signaling Robust Global AI Investment

Deep News14:11

Taiwan Semiconductor Manufacturing (TSM) recorded its fastest revenue growth in months during January, indicating that global spending on artificial intelligence (AI) remains strong despite ongoing concerns about an AI bubble.

The Taiwanese chipmaking giant, which manufactures semiconductors for companies such as Nvidia and Apple, reported a 37% year-on-year increase in January revenue, reaching NT$401.3 billion (approximately US$12.7 billion). This growth rate exceeded the company’s full-year revenue growth forecast of 30%. However, the year-on-year comparison may have been influenced by the timing of the Lunar New Year holiday, which fell in January in 2025.

TSM’s dominant position in the manufacturing of advanced AI chips has made it one of the biggest beneficiaries of the artificial intelligence investment boom.

Strong demand for data center chips has prompted TSM to raise its planned capital expenditure for this year to as much as US$56 billion, an increase of about one-quarter compared to 2025. Last week, Nvidia CEO Jensen Huang described AI-related capital expenditure as appropriate and sustainable.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment