Wendell Huang, CFO of TSMC talks about the AI boom, how AI is helping TSMC's own operations and their international footprints.
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" for its advanced chips.
Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling robust AI spending into 2025. Read more here.
TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may offset. Read more here.
AI competition is not a zero-sum game. Instead, the world’s superpowers need to work together to make sure AI benefits humanity.
The run-up in artificial intelligence (AI) stocks has attracted numerous investors into the sector. Amid that focus, investors may often forget the two stocks most responsible for manufacturing the hardware that makes AI possible: ASML (NASDAQ: ASML) and Taiwan Semiconductor (TSMC) (NYSE: TSM).
If growth at a reasonable price is the goal, the world’s largest contract chip manufacturer fits the bill. Strong demand for artificial intelligence chips has delivered a stellar quarter for Taiwan Semiconductor Manufacturing Co.
Analysts expect fourth-quarter profit of $11.4 bln Q4 revenue jumps, beats market expectations Stock price has leapt on chip demand for AI applications Incoming Trump administration an uncertainty for TSMC Earnings call at 0600 GMT on Thursday TAIPEI ...
Chips that are powerful enough to run AI servers are in high demand, helping propel Taiwan Semiconductor Manufacturing’s stellar financial results. Shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up in premarket trading Thursday after the company announced its Q4 2024 earnings results.
TF International Securities’ Ming-Chi Kuo said via X that, “Himax (HIMX) Emerging as a Key AI Upstream Winner in TSMC’s (TSM) COUPE (Silicon
U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. rose in premarket trading Thursday after the world's largest contract chip manufacturer posted better-than-expected fourth-quarter profit and a bullish outlook for artificial intelligence demand.
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.