TSMC February Monthly Revenue Update

TSMC released its monthly revenue for February on March 10th. Revenue grew by 43.1% YoY and down (-11.3%) MoM to NT$260.01 billion. February 2025 revenue was the new high for the month. In U.S. dollar terms revenue grew by 37.3% YoY to $7.93 billion using the average exchange rate of 1 US dollar to 32.78 NT dollars. This strong performance, coupled with Foxconn's impressive 56.4% year-over-year monthly revenue growth in February, suggests robust and sustained demand for AI.

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