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, 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.
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.
Shares of Taiwan Semiconductor Manufacturing soared over 100% during the last 12 months, placing the chip giant in rare company -- the trillion-dollar club.
The company’s chief executive said revenue from AI-related servers and processors is expected to double in 2025 after more than tripling last year
TSMC, the world's largest contract chip manufacturer, produces advanced processors for clients such as Nvidia and Apple and has benefited from the megatrend in favor of AI.
Taiwan computer chip maker TSMC has reported its profit in the last quarter rose 57%, buoyed by the artificial intelligence boom.
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.
ASML has had an average P/E ratio of 43 for the last five years, so it is comparatively cheap at the moment. Conversely, TSMC has averaged a 24 earnings multiple over the same timeframe, signaling it could pull back if business conditions worsen.
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.
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.
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 ...