Sales increased by 57.8% in December last year and by 39% in the fourth quarter
The market interprets that “the AI boom will continue this year”,
The signage of Taiwan’s TSMC is installed at the ’26th Semiconductor Exhibition (SEDEX)’ held at COEX in Gangnam-gu, Seoul on the 23rd. This exhibition, themed ‘Fusion of AI Semiconductors and Cutting-edge Packaging Technologies,’ will continue until the 25th. 2024.10.23/News1 ⓒ News1 Reporter Hwang Ki-seon,
, ‘According to News1 Reporter Kwon Young-mi in Seoul, Taiwan’s semiconductor company TSMC’s fourth-quarter sales last year exceeded expectations. As TSMC, a supplier of chips to Nvidia and Apple, showed favorable sales, the forecast that the artificial intelligence (AI) boom will continue this year is gaining support.’,
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, ‘According to Bloomberg News on the 10th, TSMC recorded a 39% increase in sales to 868.5 billion Taiwanese dollars (about 38.5 trillion won) from October to December last year. This exceeded experts’ expectations of 854.7 billion Taiwanese dollars. Sales in December alone rose 57.8% year-on-year to 278.16 billion Taiwanese dollars.’,
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, ‘TSMC’s strong performance has heightened expectations that giant tech companies from Alphabet to Microsoft (MS) will continue to rapidly build and upgrade data centers to promote AI development.’,
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, ‘Supporting this, AI server manufacturer Foxconn (Hon Hai Precision) reported sales this month that exceeded expectations. MS announced plans to spend $80 billion on data centers in this fiscal year.’,
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, ‘TSMC was one of the biggest beneficiaries of the AI boom. The boom began at the end of 2022 with the launch of OpenAI’s ChatGPT, and TSMC’s stock price doubled. TSMC’s market capitalization briefly exceeded $1 trillion in the U.S.’,
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, ‘However, Bloomberg reported that some analysts point to risks such as the potential overbuilding of data centers, development bottlenecks like power shortages, and the ongoing absence of killer AI apps or services that will consume server capacity.’,
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, ‘According to a senior Taiwanese official, TSMC plans to build more factories in Europe focusing on the AI chip market. Currently, factories are being built in Japan, Arizona in the U.S., and Germany.’