Taiwan Semiconductor's revenue in April increased by 17.5% year-on-year, with AI demand supporting the company’s expansion momentum for the entire year. - 富途牛牛

TSMC's April revenue grew 17.5% year-on-year, driven primarily by strong AI demand. As the world's leading semiconductor foundry, TSMC's 3nm process technology plays a crucial role in high-end chip pr... Read original →

TSMC’s 17.5% YoY revenue jump in April isn’t just an AI demand surge—it signals how advanced nodes are restructuring the semiconductor value chain. The tight integration of 3nm and EUV lithography forces upstream EDA, IP, and downstream packaging ecosystems to co-evolve. Geopolitical friction, especially U.S. CHIPS Act mandates for domestic capacity, inflates operational costs and strains capital efficiency at its Arizona fab. With Samsung’s GAA-based 3nm struggling on yield and Intel IFS lacking scale, TSMC dominates AI training chip foundry—but NVIDIA and AMD are aggressively adopting chiplet architectures to reduce node dependency. Over the next 12–24 months, edge AI inference will drive sustained demand for 'mature-advanced' nodes like 4nm/5nm, while CoWoS packaging capacity—not wafer output—may become TSMC’s critical bottleneck.