On June 10, TSMC, the preeminent global semiconductor manufacturer, unveiled its May revenue figures, reporting a substantial 39.6% surge to NT$320.5 billion (approximately US$10.7 billion). Among TSMC's esteemed clientele are industry giants like NVIDIA and Apple. Previously, amid mounting trade uncertainties, numerous companies had resorted to stockpiling chips. In comparison, TSMC's revenue growth in April stood at 48%, whereas May's sales, while still robust, exhibited a month-on-month decline of 8.3%. On average, analysts anticipate a 39% increase in TSMC's revenue for the second quarter. TSMC CEO C.C. Wei stated last week that the company projects a revenue growth of roughly 20% in USD terms by 2025. He further disclosed that the demand for AI chips currently outstrips supply. Last month, NVIDIA issued robust sales forecasts, underscoring the exponential growth trajectory of the AI computing market, which has somewhat alleviated investors' concerns.