Jun 11, 05:10 AM

TSMC’s May Revenue Rises 39.6% to NT$320.5B on Nvidia Blackwell AI Chip Demand, Despite 8.3% Monthly Drop

Taiwan Semiconductor Manufacturing Company (TSMC), a key chipmaker for Nvidia Corp. and Apple Inc., reported a 39.6% year-on-year increase in May revenue, reaching NT$320.5 billion (US$10.7 billion), despite an 8.3% month-on-month decline. The strong demand for artificial intelligence (AI) chips, particularly driven by Nvidia's Blackwell AI chip, contributed to this growth. Nvidia's US$500 billion spending plan has accelerated the development of the US AI server ecosystem, prompting at least eight suppliers to announce new investment initiatives. The top six AI server makers in Taiwan have seen their monthly revenue grow at an average rate of 39.4% year-on-year in 2025, up from 10% the previous year. Morgan Stanley estimates that Nvidia shipped between 2,000 and 2,500 Blackwell-based AI systems in May, approximately 2.5 times the volume shipped in April. Industry reports project AI server shipments to exceed 1.81 million units in 2025, with high-end AI servers equipped with HBM memory expected to surpass 1 million units, marking a 40% increase over 2024. Google is anticipated to be the largest purchaser of these high-end AI servers, followed by Microsoft. Year-to-date revenue for TSMC stands at NT$1.51 trillion, up 42.6% year-on-year. Despite challenges such as a stronger New Taiwan Dollar, TSMC's performance reflects robust demand in the AI semiconductor market.

#Taiwan Semiconductor Manufacturing Company #TSMC #Nvidia #Blackwell #US #Taiwan #Morgan Stanley #Google #Microsoft #New Taiwan Dollar

Written with ChatGPT (GPT-4).

Sources

Additional media

Image #1 for story tsmcs-revenue-rises-39-6-to-nt-320-5b-on-nvidia-blackwell-ai-chip-demand-despite-05066fa8

TSMC’s May Revenue Rises 39.6% to NT$320.5B on Nvidia Blackwell AI Chip Demand, Despite 8.3% Monthly Drop

Sources

Additional media

Similar Stories