The world’s largest chip application is benefited by promotion of TSMC Artificial Intelligence (AI). Particularly high demand for AI Accelerator, feeds the seasonal weak smartphone market in the first quarter, writes In TSMC annual report,
TSMC implemented $ 25.53 billion in the first three months of the year. After cutting the costs of administration along with expenditure for operational costs, research and development, the operational benefit is just less than $ 12.4 billion. With interest and after taxes, there is a net profit of about 11 billion dollars. The second maximum quarter follows the record quarter in late 2024.
TSMC sales according to target market. HPC includes the manufacturer that is beyond a smartphone processor, including the notebook CPU. Smartphones decrease due to the beginning of the year.
(Image: Taiwan Semiconductor Manufacturing Co., Ltd.)
Compared to the end of 2025, sales decreased by only five percent. In Taiwan dollars, this is just 3.4 percent. Compared to the same period last year, TSMC is growing 42 percent. At that time, AI Hype has just started, then the chip application has greatly expanded the production, especially for Nvidia. The cash flow increases by 43 percent to $ 19 billion within a year.
The manufacturer estimates that the net margin is 58.8 percent, the operating margin is 48.5 percent. TSMC now spends $ 1.72 billion in a quarter for research and development.
Broken by sales processes
The two most modern production generation sales shares remain at a consecutive high level: the highest ratio of 36 percent of the 5-nenometer generation. It also includes customized 4-NM variants-one of them uses NVIDIA for all its current GPUs, including graphics chips for GeForce-RTX-5000 graphics cards. AMD for its most GPU and CPU also turned into 4-NM technology.
The 3-NM generation comes up to 22 percent, including Apple processors for iPhone, iPad, Macbooks and MACS, intels calculate chiplets and MediaTek’s mobile processor for Android smartphones.
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The most modern manufacturing processes bring most money to TSMC.
(Image: Taiwan Semiconductor Manufacturing Co., Ltd.)
If one calculates TSMCS information, chipfiering comes at a sales stake of about 85 percent or about $ 22 billion. The remaining 3.6 billion should mostly come from SO -calling packaging, ie from further procedure of chips on straps. In particular, AI accelerator often uses complicated constructions from several calculations and HBM memory stacks on a large silicon interpocer.
Stock exchange is positive
In the second quarter, TSMC expects a net parade between $ 25 billion and 57 to 59 percent.
After the announcement of trade figures, TSMC shares shot seven percent high. The course has fallen slightly since. In general, the value is strongly upset by months, with a trend. US customs policy should contribute to instability.
(MMA)
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