World’s biggest chipmaker TSMC posts record 2024 revenue

From CNBC

 

World’s biggest chipmaker TSMC posts record 2024 revenue as AI boost continues

Key Points
  • Taiwan Semiconductor Manufacturing Co. posted December quarter revenue that topped analyst estimates as the company continues to get a boost from the AI boom.
  • TSMC manufacturers semiconductors for some of the world’s biggest companies from Apple to Nvidia.
  • For 2024, TSMC’s revenue totaled 2.9 trillion New Taiwan Dollars, its highest annual sales

 

Taiwan Semiconductor Manufacturing Co.

posted December quarter revenue that topped analyst estimates, as the company continues to get a boost from the AI boom.

The world’s largest chip manufacturer reported fourth-quarter revenue of 868.5 billion New Taiwan dollars ($26.3 billion), according to CNBC calculations, up 38.8% year-on-year.

That beat Refinitiv consensus estimates of 850.1 billion New Taiwan dollars.

For 2024, TSMC’s revenue totaled 2.9 trillion New Taiwan Dollars, its highest annual sales since going public in 1994.

 

TSMC manufacturers semiconductors for some of the world’s biggest companies, including Apple and Nvidia

.

TSMC is seen as the most advanced chipmaker in the world, given its ability to manufacture leading-edge semiconductors. The company has been helped along by the strong demand for AI chips, particularly from Nvidia, as well as ever-improving smartphone semiconductors.

“TSMC has benefited significantly from the strong demand for AI,” Brady Wang, associate director at Counterpoint Research told CNBC.

Wang said “capacity utilization” for TSMC’s 3 nanometer and 5 nanometer processes — the most advanced chips — “has consistently exceeded 100%.”

AI graphics processing units (GPUs), such as those designed by Nvidia, and other artificial intelligence chips are driving this demand, Wang said.

Taiwan-listed shares of TSMC have risen 88% over the last 12 months.

TSMC’s latest sales figures may also give hope to investors that the the demand for artificial intelligence chips and services may continue into 2025.

Foxconn

, which assembles Apple’s iPhones, reported its highest-ever fourth quarter revenue this week, as it notched strong demand for AI servers.

Meanwhile, Microsoft

this month said that it plans to spend $80 billion in its fiscal year to June on the construction of data centers that can handle artificial intelligence workloads.

 

所有跟帖: 

NVDA Should see 175 before Earning -AI_2025- 给 AI_2025 发送悄悄话 (33 bytes) () 01/10/2025 postreply 01:19:21

感觉像是最后的晚餐 中芯28纳米, 常熟制程, 直接降价40%... -算盘88- 给 算盘88 发送悄悄话 (146 bytes) () 01/10/2025 postreply 01:59:44

只会打价格战,创新呢? -wmi2013- 给 wmi2013 发送悄悄话 (0 bytes) () 01/10/2025 postreply 02:39:14

没有尽头吗? -新手一位- 给 新手一位 发送悄悄话 (0 bytes) () 01/10/2025 postreply 03:35:51

2024已经过去式了,接下来可能不会这么好了 -bulubulu- 给 bulubulu 发送悄悄话 (0 bytes) () 01/10/2025 postreply 03:07:02

现在所谓n纳米已经成了文字游戏,和实际制程关系不大了,是用来宣传的。发展不了了就看忽悠,各行皆如是 -bulubulu- 给 bulubulu 发送悄悄话 (385 bytes) () 01/10/2025 postreply 03:08:34

多少纳米是三极管的宽度来定义的,不是以后段制程的金属线间距来定义的。 -我是干枯的胡杨^_^- 给 我是干枯的胡杨^_^ 发送悄悄话 我是干枯的胡杨^_^ 的博客首页 (166 bytes) () 01/10/2025 postreply 06:09:26

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