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Apple Silicon supplier TSMC’s revenue jumped 48% in April

MacDailyNews

May 9

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Apple Silicon supplier TSMC’s April revenue surged 48%, reflecting electronics companies’ rush to secure critical components like chips ahead of potential U.S. import tariffs.

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The main chipmaker for Apple and Nvidia reported monthly sales of NT$349.6 billion ($11.6 billion), compared with the average analysts’ estimate for a 38% rise in second-quarter revenue.
TSMC — a barometer for global tech spending given its central role in the supply chain — has stressed that demand remains resilient, including for the high-end Nvidia chips critical to developing artificial intelligence.

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MacDailyNews Take: Stocking up in case of protracted negotiations is prudent.

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