Tsmc Rides Ai Wave: Sales Rasege 39 % in the first two months of 2025 at high order – Invesco QQQ TRUST, Series 1 (NASDAQ: QQQ), Nvidia (Nasdaq: Nvda)

The manufacturer and the semiconductor design company Taiwan SemiDUCTOR MFG. Co. Ltd. TSM She reported a 39.2 % jump in her two -month revenues for January and February in 2025 compared to the same period last year.

What happened: TSM reported on Monday that its revenues in February 2025 increased by 43.1 % to 7.911 billion dollars, 260.01 billion dollars from 5.527 billion dollars, or 181.648 dollars of the same month last year. This has helped through strong demand for its chips used in artificial intelligence applications all over the world.

However, the company’s sales decreased by 11.3 % per month, as its sales in January amounted to 8.923 billion dollars, or 293.288 dollars.

Compared to the first two months of 2024, sales increased by 39.2 % in 2025, as revenues increased from 12.092 billion dollars, or 397.433 billion dollars to 16.835 billion dollars, or 553.297 billion dollars for January and February.

See also: “Talking about the city,” says economist Mohamed El -Erian in the United States.

Why do it matter: The Taiwanese company is the main resource of the US -based Nvidia Corporation Nvda It has recently announced about $ 165 billion of investment in the United States to operate the future of artificial intelligence.

According to her press release, she plans to increase American investment in manufacturing semiconductors with three new FABS, two advanced packaging facilities, and a research and development center.

Over the four years, TSMC investments will create 40,000 construction jobs, and tens of thousands of high -tech jobs, and pay more than $ 200 billion in American economic impact over 10 years, benefiting from major technology customers.

In addition to the newly announced manufacturing site in Phoenix, TSMC FAB runs at Camas, Washington and design services in Austin, Tixas and San Jose, California.

Price work: Taiwan SemiDuctor shares closed on ExchandE Taipei by 0.70 % in TWD 998 or 30.35 dollars, while increasing 0.71 % to $ 177.10 in the United States on Friday.

The arrow listed in the United States is 12.14 % lower on a year, however, it rises by 27.39 % throughout the year.

Benzinga tracks six analysts at an average target price of $ 203.8 per share, reflecting the “Hold” rating. Estimates range widely from $ 89 to $ 255. Modern classifications from Barclays and Nestham Average at $ 235, indicating an increase of 32.76 % probability.

the SPDR S & P 500 ETF TRUST spy and Investco QQQ TRust ETF QQqWhich follows the S&P 500 and NASDAQ 100 index, respectively, on Friday. SPY won 0.56 % to $ 575.92, and QQQ increased by 0.74 % to $ 491.79, according to it. Benzinga Pro Data.

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