Taipei: Contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) on Friday reported consolidated sales for April of NT$349.567 billion (US$11.593 billion), marking the highest for a single month in the company's history.

According to Focus Taiwan, the sales figure represented a 22.2 percent increase from March and a 48.1 percent rise from April 2024, surpassing the previous monthly sales record of NT$314.24 billion set in October 2024. For the first four months of the year, TSMC's consolidated revenues reached NT$1.189 trillion, reflecting a 43.5 percent increase from the same period in 2024.

Previously, TSMC highlighted high demand for its advanced 3 nanometer (nm) and 5 nm processes as the primary drivers of growth in the second quarter. The company projected Q2 revenue to be between US$28.4 billion and US$29.2 billion, with the midpoint indicating a 13 percent seasonal growth.

TSMC may encounter some foreign exchange losses due to the local currency's appreciation against the U.S. dollar, which was assumed to trade at NT$32.5. Instead, the U.S. dollar closed at NT$30.311 on Friday, potentially impacting TSMC's revenue and gross margin in Taiwan dollar terms for the second quarter.

Regarding the potential impact of fluctuating U.S. tariff policies, TSMC acknowledged the uncertainty and risks they pose. However, the company has not observed changes in customer behavior and is maintaining its sales growth forecast for 2025 at approximately 24-26 percent for now.