Taiwan Semiconductor Manufacturing (TSM)

[behappyalways]

Chips Can Be Called Modern Petroleum
CNN Reveals TSMC’s “Secret of Silicon Shield”

晶片堪稱現代石油 CNN揭開台積電「矽盾之秘」｜十點不一樣20240311

https://m.youtube.com/watch?v=QpOY-ks1mh0

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Taiwanese Chip-Making Giant TSMC Gets Billions In US Grants, Loans For Third Arizona Chip Factory
https://www.zerohedge.com/technology/ta ... izona-chip

[winston]

not vested

1Q Earnings

Taiwan Semiconductor Manufacturing Company on Thursday, beat revenue and profit expectations in the first quarter, thanks to continued strong demand for advanced chips, particularly those used in AI applications.

TSMC said first-quarter revenue rose 13% year-on-year to $18.87 billion, better than the company's previous forecast of $18 billion to $18.8 billion.

TSMC posted a 9% rise in first-quarter net profit that beat market expectations.

TSMC saw January-March net profit rise to NT$225.5 billion ($6.98 billion) from NT$206.9 billion a year earlier.

Source: Phillips

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TSMC hits US$1 tril in market value on relentless AI rally
https://www.theedgesingapore.com/news/a ... s-ai-rally

[winston]

not vested

TSMC 2Q NP TWD247.85B, Beating Estimations

TSMC (TSM.US) released its financial results for 2Q24.

Consolidated revenue amounted to approx. TWD673.51 billion, while net income after tax was approx. TWD247.85 billion, higher than the market's estimation of TWD235 billion.

EPS was TWD9.56, or US$1.48 per ADR unit.

Year-over-year, 2Q24 revenue increased 40.1% while net income and EPS both increased 36.3%.

Compared to 1Q24, 2Q24 results represented a 13.6% increase in revenue and a 9.9% increase in net income.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

not vested

Taiwan Semiconductor Manufacturing Company (TSMC) on Thursday beat revenue and profit expectations in the second quarter, as demand for advanced chips used in AI applications continue to surge.

Revenue came in at 673.51 billion New Taiwan dollars (US$20.82 billion), vs. NT$657.58 billion expected while net income was NT$247.85 billion, vs. NT$238.8 billion expected.

TSMC reported net revenue rose 40.1% from a year ago to NT$673.51 billion, while net income increased 36.3% from a year ago to NT$247.85 billion.

The firm guided second-quarter revenue to be between US$19.6 billion and US$20.4 billion.

Chairman and CEO C.C. Wei in an earnings call on Thursday said business in the second quarter was supported by strong demand for its industry-leading 3-nanometer and 5-nanometer technologies, though it was offset by continuous smartphone seasonality.

“The supply continues to be pretty tight, all the way through 2025,” Wei warned, adding that the firm hopes the tight supply can ease in 2026.

Development of 2-nanometer technology is “progressing well” and is on track for volume production in 2025, said TSMC.

For the third quarter, the business is expected to be supported by strong smartphone and AI-related demand, said Wei, adding that they continue to expect 2024 to be “a strong growth year for TSMC.”

TSMC projects third-quarter revenue between US$22.4 billion and US$23.2 billion. This compares to US$17.3 billion in revenue posted in the same period a year ago.

For its capital budget this year, the firm is narrowing the range to between US$30 billion and US$32 billion, versus a previous forecast of US$28 billion to US$32 billion. Out of this budget, 70% to 80% will go toward advanced technologies.

The firm further added that it is not ruling out the possibility of converting more “N5” technology into “N3″ technology to meet the strong demand for 3-nanometer chips.

Source: Phillips

[winston]

not vested

Taiwan Semiconductor Manufacturing Company (TSMC), the main producer of advanced chips used in artificial intelligence (AI) applications, is expected to report a 40 per cent leap in third-quarter profit on Thursday (Oct 17) thanks to soaring demand.

The world’s largest contract chipmaker, whose customers include Apple and Nvidia, has benefited from the surge towards AI.

Source: Phillips

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TSMC Beats Forecasts On 'Insane' AI Demand
https://www.zerohedge.com/markets/tsmc- ... -ai-demand


TSMC is forced to stand at the forefront of geopolitics due to the competition between China and the United States, the "Undefeated East"!
台積電罪在「東方不敗」中美競爭下 被迫站在地緣政治最前線！ 【Yahoo TV】風向龍鳳配
https://m.youtube.com/watch?v=3-U9PXRL53k


The demand for AI is crazy!
Customers are clamoring for 2 nanometers.
Wei Zhejia: Never dreamed of it
AI需求太瘋狂！客戶搶要2奈米　魏哲家：作夢都沒想到｜#鏡新聞
https://m.youtube.com/watch?v=nQ2TO57YpD4

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Huawei products contain regulated chips.
TSMC: Has notified the U.S. Department of Commerce to comply with regulations!
TSMC: Will no longer ship to Huawei starting in September 2020
華為產品含管制晶片 台積電:已通報美商務部 遵循法規! 台積電:2020年9月起不再出貨華為｜非凡財經新聞｜20241023
https://m.youtube.com/watch?v=4LdNzrkwmrU


How $TSM makes money
https://x.com/Mayhem4Markets/status/1848549797394854365

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TSMC's Chip Plant In Phoenix Achieves Higher Yields Than Taiwan
https://www.zerohedge.com/technology/ts ... lds-taiwan