The Taiwan Semiconductor Manufacturing Company (TSMC), the largest semiconductor foundry in the world, recorded strong sales growth in the first two months of 2025. The company received $ 553.3 billion ($ 16.81 billion), an increase of 39.2% compared to the previous year. This growth is due to the high demand for AI chips, especially Nvidia.
AI demand drives TSMC sales growth
In February 2025, the turnover of TSMC reached 260.01 billion NT $, which rose to an increase of 43.1% compared to last February. This is the highest sales for February of all time. However, it was a decline of 11.3% compared to January 2025. Analysts expect sales in March to increase, which may exceed $ 266.7 billion NT $. This corresponds to the TSMC sales destination in the first quarter of $ 846.24 billion NT $.
As the main manufacturer of AI chips worldwide, TSMC is the key to the technology industry. The main customers include AMD, Apple, Arm, Broadcom, MediaTek, Qualcomm and Nvidia. The growth of AI applications has increased the chip demand and increased the expansion of TSMC.
Massive US expansion plans
The chip giant recently announced that it would expand its US business with an investment of $ 100 billion. This builds on the earlier promise of 65 billion US dollars in Phoenix, Arizona. Now the sum is 165 billion US dollars. The expansion adds three new semiconductor systems, two packaging systems and a large research and development center. This is the greatest foreign direct investment in US history.
The expansion can possibly create tens of thousands of high-tech jobs. The aim is to generate over 200 billion US dollars in economic production in the next decade. In addition, the company can strengthen its relationships with the Top -US -KI and technology companies such as Apple, NVIDIA, AMD, Broadcom and Qualcomm.
A major challenge for TSMC in 2025, however, is the potential for US tariffs in chip imports. TSMCS CEO from CC Wei met with former President Donald Trump in the White House. They talked about the investment and possibly caused tariff problems.
Tsmcs Path to net zero
TSMC has a clear roadmap to reach the net zero emissions by 2050. The first procurement model of Taiwan was brought into the market. This model encourages suppliers to use low -carbon practices.
To support these efforts, TSMC published its first climate and natural report in 2024. The company focuses on technical growth and maintenance of the environment. In this way it helps to create a greener future.
TSMC prioritizes sustainability through eco -efficient initiatives. In 2023 it reported an increase in THG emissions of units per wafer by 31%, but is committed to reducing overall emissions.
Rising emissions
- The emissions of scope 1 and 2 rose from 11,558,554 tons in 2022 to 11,783,418 tons in 2023 and mark an increase of 1.9% compared to the previous year.
- The emissions of the extent 3 rose from 7,429,158 tons in 2022 to 7,616,655 tons in 2023.
- The units of HTHG emissions per 12-inch-wafer mask layer grew by 31% and exceeded the 9% target rate from the Baseline 2020.
Global energy savings with advanced technologies
In 2023, TSMC carried out 822 energy -saving measures, saved 830 GWh of electricity and lowered carbon costs $ 590 million through internal prices.
In addition, the Taiwan Industrial Technology Research Institute (ITRI) estimates that TSMC's innovations will increase global energy savings from 16.9 billion kWh in 2020 to 235.4 billion kWh by 2030.
The company is even more important in energy -efficient semiconductor technology. Smaller, more efficient chips help devices to use less power. With such innovations, TSMC intelligently leads efficiency in clever production and industry.
Sustainability goals and successes
- Acquired 2,592 GWH renewable energies and covered all operations overseas (11.2% of total use).
- Promotes systems with a closed circuit to recycle chemicals and packaging and to make the production more sustainable and energy -efficient.
- Increasing the use of renewable energies in new 3NM FABs to over 20% and aims to achieve 60% for all operations by 2030.
- Replacing coal with cleaner natural gas and the introduction of carbon capture technologies to lower emissions. Reduction of transport emissions through greener logistics.
- Run to 100% renewable energies worldwide by 2040 – 10 years before the schedule. It is used with low-carbon energy sources such as wind and solar power supply with low-carbon energy sources and at the same time optimized electricity consumption for greater efficiency.
- Reduction of the unit of water by 30% and increased the recovered water consumption by 60%.
Protect biodiversity
TSMC is committed to protecting biological diversity. The company is not looking for a deforestation and no loss of net that will be aimed at a positive effect on the environment by 2050. It creates action plans according to the Science Based Targets Network (SBTN) to protect nature and achieve net zero emissions.
In 2024 it started the eco-plus program in Taichung and continues to evaluate environmental risks and opportunities.
The strong financial performance of TSMC in early 2025 shows the increasing demand for AI chips and its importance in the semiconductor industry. Despite a slight increase in emissions, it continues to focus on the reduction of emissions and the introduction of renewable energies as part of its long -term sustainability strategy.
