Semiconductor giant TSMC recently released its financial performance report for the second quarter ending on June
vilsion, Jul, 30, 2024
— Semiconductor giant TSMC recently released its financial performance report for the second quarter ending on June 30, 2024. According to the financial report, TSMC's consolidated revenue for the second quarter was NT $673.51 billion (currently approximately RMB 149.8 billion), a year-on-year increase of 40.1%, higher than analysts' expectations of NT $657.58 billion; Net profit recorded NT $247.85 billion, a year-on-year increase of 36.3%, exceeding the expected NT $238.8 billion. TSMC's Q2 revenue and net profit both hit historic highs.
TSMC's HPC (high-performance computing) business remained its largest source of revenue in the second quarter, including GPUs, CPUs, AI ac...
Taiwan Semiconductor Manufacturing Co , Ltd saw a 33% increase in revenue last month, which is a positive signal
vilsion, Sep, 12, 2024
— Taiwan Semiconductor Manufacturing Co., Ltd. saw a 33% increase in revenue last month, which is a positive signal for investors betting on the recovery of the smartphone market and sustained demand for Nvidia's artificial intelligence chips.
Data shows that sales in August reached NT $250.9 billion (US $7.8 billion), lower than the previous month's growth rate of 45%. TSMC's revenue in the third quarter is expected to increase by 37%, continuing the recovery momentum from the low point after the pandemic in 2023.
Although this is only a snapshot of a month, the results may alleviate concerns about whether the market has overestimated the sustainability of AI infrastruct...
The wafer foundry market will recover in 2025, with an estimated annual growth rate of 20%, higher than 16% in
vilsion, Sep, 25, 2024
— The wafer foundry market will recover in 2025, with an estimated annual growth rate of 20%, higher than 16% in 2024.
Although the weak demand in the end market of consumer products leads to the conservative stocking strategy of component manufacturers, and the average capacity utilization rate of wafer foundries will fall below 80% in 2024, this positive prospect still appears.
Only advanced technologies such as 5/4/3nm nodes for HPC products and flagship smartphones can keep running at full capacity, and this situation is expected to continue until 2025. However, the visibility of the consumer terminal market is still very low in 2025.
The automobile and industrial control supply chain began to recover from inventory adjustment in the second half of 2024, and it is expected that replenishment will gradually resume in 2025. Coupled with the increase in unit wafer consumption driven by edge AI and the continuous expansion of cloud AI infrastructure, it is estimated that these factors will drive the annual growth rate of wafer foundry market output value in 2025 to 20%.
