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TSMC (NYSE:TSM), the world's leading contract chipmaker, posted a 57.8% year-on-year jump in December sales, reaching T$278.16 billion ($8.44 billion). This sharp growth highlights robust demand from the booming artificial intelligence (AI) sector.
The December performance marked a significant acceleration compared to the previous month, boosting TSMC’s fourth-quarter revenue to T$868.46 billion, up substantially from T$625.53 billion a year earlier. These strong figures signal healthy chip demand heading into 2025, driven by increased spending on data centers and AI infrastructure, which offset continued softness in consumer electronics demand.
As a critical player in the global semiconductor supply chain, TSMC manufactures chips for top tech companies, including NVIDIA Corporation (NASDAQ:NVDA), its largest customer. NVIDIA's AI-related demand has been a major growth driver for TSMC over the past two years.
TSMC’s ability to capitalize on surging AI investments highlights its role in shaping the industry. However, the company has cautioned that consumer electronics demand is unlikely to recover soon, underscoring its strategic focus on high-growth sectors like AI.
Investors are now eagerly awaiting TSMC’s fourth-quarter earnings report next week for further insights into its outlook and performance. With strong December sales setting the stage, TSMC is well-positioned to benefit from ongoing AI-driven chip demand as it heads into the new year.
