TSMC Reports January Sales Growth of 35.9%, Aims to Recover Production Loss from Earthquake                               

 

#tsmc  recently released its January 2025 revenue report, showing sales of NT$293.29 billion, a month-on-month increase of 5.4% and a year-on-year growth of 35.9%. Despite the impact of the earthquake, the company maintained its full-year financial outlook and stated that it is taking measures to recover the lost production.                                                                                                                                                                                    

For Q1 2025, TSMC expects its gross margin to range from 57% to 59%, while operating margin is projected to be between 46.5% and 48.5%. The company noted that its January sales performance was strong, and it plans to recover the production lost due to the earthquake in the upcoming quarters.                                                                                                                  

The report highlighted the impact of the earthquake on wafer production, particularly the 6.4 magnitude quake that hit Chiayi County, Taiwan, on January 21. While the company's factory structures were not damaged, several wafers in production were affected by the repeated tremors, and this is expected to result in a low single-digit percentage decline in sales for the first quarter. TSMC emphasized that it will make every effort to restore the lost production and compensate for the impact.

 

Despite the challenges posed by the earthquake, TSMC remains confident in its financial outlook and has kept its full-year revenue forecast unchanged. The company expects Q1 2025 consolidated revenue to be near the lower end of its previous forecast, ranging from US$25.0 billion to US$25.8 billion.