However, some investors He said that TSMC’s “capacity utilization” for its 3nanometer and 5nanometer processes (the most advanc chips) has been “over 100%.” AI graphics processing units (GPUs), such as those designed by Nvidia, and guadeloupe email list 100000 contact leads other AI chips are driving this demand.
TSMC’s latest sales figures may also give investors hope that demand for AI chips and services could continue into 2025.
While TSMC’s revenue beat expectations, it was only 1.6% higher than the average forecast and below the optimistic expectations of most analysts.
More pessimistic market observers point to potential overbuilding
development bottlenecks such as power shortages, and a continuation lack of killer AI apps or services that will eat up all the server capacity.
Investors will want to get a glimpse into TSMC’s outlook for the broader industry when it releases its full earnings report on Jan. 16.
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Morgan Stanley pricts that TSMC’s firstquarter revenue may decline by 5% due to the seasonality of the iPhone. Despite this, the company expects fullyear revenue to still grow, but the growth rate may be lower than 20%.
“TSMC typically provides conservative guidance at the beginning of the year, but then exceeds expectations,” wrote analyst Charlie Chan. The company rais its growth forecast for 2024, and TSMC may take a more conservative stance again at the beginning of the new year.
In the long term, TSMC is pursuing rapid international expansion
an expects capital spending to increase by 2025 from about $30 billion last year.
TSMC plans to build more factories in philippines numbers Europe, focusing on the artificial intelligence chip market, according to a senior Taiwanese official. In addition, TSMC is also building new factories in Japan, Arizona and Germany.
In terms of stock price performance, TSMC’s market value has almost doubled in the past year, and TSMC’s stock has risen by 92% in total in 2024 However, some investors.
