TSMC Sales Beat Estimates in Boost for AI’s Outlook in 2025
4 days, 23 hours ago

TSMC Sales Beat Estimates in Boost for AI’s Outlook in 2025

Live Mint  

-- Taiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025. The strong showing from Taiwan’s largest company bolsters expectations that big tech companies from Alphabet Inc. to Microsoft Corp. will continue to build and upgrade datacenters at a rapid clip to propel AI development. The US company is struggling to galvanize demand for its marquee product in 2025, though many users hope that the gradual addition of AI features will drive the gadget’s next iteration. - Charles Shum, analyst The US has also erected a web of restrictions to curtail the flow of Nvidia’s most powerful chips to China, with uncertain longer-term ramifications for TSMC’s key customer.

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History of this topic

Nvidia’s market value gets $2 trillion boost in 2024 on AI rally
1 week, 5 days ago

Nvidia’s market value gets $2 trillion boost in 2024 on AI rally

Live Mint  

- Nvidia emerged as the biggest global gainer in market capitalization for 2024, driven by surging interest in artificial intelligence and the robust demand for its AI-centric chips across various industries. The chipmaker's market value increased by over $2 trillion last year, reaching $3.28 trillion at the close of 2024, making it the second-most valuable listed company in the world. …

TSMC Halts Production Of Advanced AI Chips For Chinese Companies Starting November 11: Report
Trending News
2 months ago

TSMC Halts Production Of Advanced AI Chips For Chinese Companies Starting November 11: Report

ABP News  

Taiwan Semiconductor Manufacturing Co has reportedly informed Chinese chip design companies that it will halt the production of their most advanced AI chips starting Monday, according to a Financial Times article citing three sources familiar with the situation. TSMC, which holds the title of the world’s largest contract chipmaker, has notified its Chinese clients that it will no longer be …

Amazon's 5-Day Workweek Policy Sparks Debate, While TSMC Soars on Strong AI Demand
2 months, 3 weeks ago

Amazon's 5-Day Workweek Policy Sparks Debate, While TSMC Soars on Strong AI Demand

The Hindu  

Amazon's new 5-day-per-week in-office policy has sparked controversy, with employees expressing their mixed opinions. Worldcoin is scaling up its iris-scanning project, introducing a new version of their orb device with enhanced features and privacy enhancements. TSMC's stock soars on strong AI demand, with the company predicting continued growth in the sector.

Nvidia's forecast dampens AI enthusiasm in other tech stocks
4 months, 2 weeks ago

Nvidia's forecast dampens AI enthusiasm in other tech stocks

The Hindu  

Nvidia dragged technology heavyweights lower after the chip maker's earnings disappointed investors who had been hoping they would fuel fresh gains in Wall Street's most valuable companies, and sent stocks in Asia down on Thursday. Nasdaq futures initially dropped about 1% following Nvidia's quarterly earnings report late Wednesday, suggesting traders expected tech stocks to lose ground. Nvidia dropped almost 7% …

China chipmaker SMIC beats Q2 estimates despite steep profit fall
5 months ago

China chipmaker SMIC beats Q2 estimates despite steep profit fall

The Hindu  

Semiconductor Manufacturing International Corp reported a 59.1% fall in second-quarter net profit on Thursday though the result from China's largest chip foundry beat expectations. SMIC reported $164.6 million in unaudited profit attributable to owners for the three months to June 30, topping the $103.8 million expected by analysts polled by LSEG, while revenue rose by 21.8% to $1.9 billion, also …

TSMC leads chipmaker plunge as trade resumes after typhoon pause
5 months, 2 weeks ago

TSMC leads chipmaker plunge as trade resumes after typhoon pause

Hindustan Times  

Taiwanese giant TSMC tumbled with several other leading chip makers Friday as traders returned from a typhoon-imposed two-day break to play catch-up with a global tech rout. TSMC leads chipmaker plunge as trade resumes after typhoon pause Equities across the world tumbled after disappointing earnings from "Magnificent Seven" titans Alphabet and Tesla fuelled worries about the tech sector, which has …

TSMC second-quarter profit seen jumping 30% on surging AI chip demand
5 months, 4 weeks ago

TSMC second-quarter profit seen jumping 30% on surging AI chip demand

The Hindu  

Taiwan Semiconductor Manufacturing Co, the main producer of advanced chips used in artificial intelligence applications, is expected to report a 30% rise in second-quarter profit on Thursday thanks to soaring demand. The world's largest contract chipmaker, whose customers include Apple and Nvidia, has benefited from a surge towards AI that has pushed TSMC's stock - and the broader Taiwan market …

Chinese AI chip firms downgrading designs to secure TSMC production, sources say
7 months, 1 week ago

Chinese AI chip firms downgrading designs to secure TSMC production, sources say

The Hindu  

Some Chinese AI chip companies are now designing less powerful processors to retain access to Taiwan Semiconductor Manufacturing Co production in the face of U.S. sanctions, four people with knowledge of the matter said. The most recent set of U.S. export controls imposed last October have exposed just how limited China's production capacity for advanced chips is and how dependent …

Today’s Cache | Microsoft’s $2.9 billion AI investment in Japan; Intel’s Gaudi 3 AI chip to launch this year; TSMC boosts US chip production with $11.6 billion grants
9 months ago

Today’s Cache | Microsoft’s $2.9 billion AI investment in Japan; Intel’s Gaudi 3 AI chip to launch this year; TSMC boosts US chip production with $11.6 billion grants

The Hindu  

Microsoft invests $2.9 Billion in Japan for AI development Microsoft plans to invest $2.9 billion in Japan over the next two years, to enhance the country’s AI capabilities and bolster cybersecurity against threats from China and Russia. While earlier versions of Intel’s Gaudi AI chips didn’t gain significant market share, the company anticipates that the new model will have a …

Taiwan chipmaker TSMC stock surges after Morgan Stanley raises price target on Nvidia
10 months, 4 weeks ago

Taiwan chipmaker TSMC stock surges after Morgan Stanley raises price target on Nvidia

The Hindu  

Taiwan’s Taiex benchmark index jumped 3% to a record high on Thursday, buoyed by a surge in the share price of Taiwan Semiconductor Manufacturing Company, the world’s biggest maker of computer chips. The leap came after Morgan Stanley analysts raised their price target on Nvidia, which designs chips that are manufactured by TSMC, to $750 from $603, citing an increase …

TSMC delays start of U.S. factory expected to supply chips to Apple, Nvidia, and AMD
1 year, 5 months ago

TSMC delays start of U.S. factory expected to supply chips to Apple, Nvidia, and AMD

The Hindu  

TSMC is delaying the start of 4nm chip production at its new facility based in Phoenix, Arizona, to 2025. The world’s biggest chipmaker blamed the delay on labour shortages, and an insufficient amount of skilled workers with the expertise in the installation of semiconductor-grade factories, a report from The Wall Street Journal said. During the company’s Q2 earnings call, chairman …

TSMC flags 10% fall in 2023 sales, spending at low end of forecast
1 year, 5 months ago

TSMC flags 10% fall in 2023 sales, spending at low end of forecast

The Hindu  

Taiwanese chipmaker TSMC forecast a 10% drop in 2023 sales on Thursday after reporting a 23% fall in second-quarter earnings as global economic woes dented demand for chips used in applications as varied as cars, cellphones and servers. The world's largest contract chipmaker estimated investment spending for this year at the lower end of a previous estimate of $32-$36 billion …

Chip giant Nvidia nears trillion-dollar status on AI bet
1 year, 7 months ago

Chip giant Nvidia nears trillion-dollar status on AI bet

The Hindu  

Nvidia Corp. surged 24% on Thursday in one of the largest one-day gains in value for a U.S. stock, after its stellar revenue forecast showed that Wall Street has yet to price in the game-changing potential of AI. Nvidia, the fifth-most valuable U.S. company, on Wednesday projected quarterly revenue more than 50% above the average Wall Street estimate and said …

TSMC says it's working hard to control costs, lifted partly by Ukraine war
1 year, 8 months ago

TSMC says it's working hard to control costs, lifted partly by Ukraine war

The Hindu  

Taiwanese chipmaker TSMC said on Thursday that while war in Ukraine has impacted the company's costs, customers need not worry about the impact being passed on in price hikes. "War happening in a far away place – the Ukraine war – has ripple effects that reach us," said Taiwan Semiconductor Manufacturing Co's CEO C.C. But Wei told the forum, attended …

TSMC’s Taiwan factory plans have not changed, says minister
1 year, 9 months ago

TSMC’s Taiwan factory plans have not changed, says minister

Al Jazeera  

Economy minister says investment still going ahead after report that semiconductor giant is slowing expansion plans. Taiwan’s TSMC has not changed the investment plan for its new chip factory in the island’s southern city of Kaohsiung, Economy Minister Wang Mei-hua has said, responding to a media report of the chipmaker slowing down expansion at home. “TSMC investing in Taiwan, investing …

TSMC defies chip downturn with record Q4; cuts 2023 capex as demand weakens
2 years ago

TSMC defies chip downturn with record Q4; cuts 2023 capex as demand weakens

The Hindu  

Taiwanese chipmaker TSMC reported a forecast-beating 78% rise in quarterly profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips. Taiwan Semiconductor Manufacturing Co Ltd, the world's largest contract chipmaker, is a rare bright spot in the global tech industry which is grappling with worsening consumer demand brought about …

Taiwan chipmaker TSMC says quarterly profit up 78%
2 years ago

Taiwan chipmaker TSMC says quarterly profit up 78%

Associated Press  

TAIPEI, Taiwan — Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, said Thursday its quarterly profit rose 78% over a year earlier but forecast weak demand this year. Revenue for the final quarter of 2022 rose 42.8% over a year earlier to 625.5 billion New Taiwan dollars, the company announced. TSMC announced …

Taiwan chipmaker TSMC says quarterly profit $8.8 billion
2 years, 3 months ago

Taiwan chipmaker TSMC says quarterly profit $8.8 billion

Associated Press  

TAIPEI, Taiwan — Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, said Thursday that its quarterly profit rose 79.7% over a year earlier to a record $8.8 billion amid surging demand. The American Embassy in Beijing didn’t immediately respond to a question about whether TSMC had received an exemption that might allow …

Between Samsung and TSMC, the Taiwanese firm controls over half of global foundry manufacturing
2 years, 4 months ago

Between Samsung and TSMC, the Taiwanese firm controls over half of global foundry manufacturing

The Hindu  

When it comes to making chipsets, there is Taiwan Semiconductor Manufacturing Company and Samsung, and the rest. The Taiwanese firm was running at full capacity to meet demand for chips globally as the world faced a semiconductor shortage. Between the two, the Taiwanese firm controls over half of global foundry manufacturing. TSMC’s latest revenue numbers comes at a time when …

PC Demand Slump Forcing Intel To Revise Its Yearly Market Projections: What It Means
2 years, 5 months ago

PC Demand Slump Forcing Intel To Revise Its Yearly Market Projections: What It Means

News 18  

-Intel Corp slashed its annual sales and profit forecasts on Thursday after missing estimates for second-quarter results as demand for its chips used in personal computers cools, sending shares down 10%. The company also forecast current-quarter results well below expectations, blaming the "sudden and rapid decline" in economic activity and execution issues. "The economic shift was harsher and drove not …

TSMC sees resilient chip sales boosting Q3; electronics demand cooling
2 years, 5 months ago

TSMC sees resilient chip sales boosting Q3; electronics demand cooling

The Hindu  

Taiwan's TSMC forecast revenue growth that could be the highest in 10 quarters, saying it was "highly confident" about its long-term prospects and touted demand for high-tech chips used in 5G networks and artificial intelligence. In the second quarter ended June 30, TSMC's revenue rose 36.6%, and net profit surged 76.4% - the biggest jump in eight quarters and handily …

Taiwanese Chip Firms Gain Amid Global Shortage Issues
2 years, 6 months ago

Taiwanese Chip Firms Gain Amid Global Shortage Issues

News 18  

TAIPEI:Order books for both mature and advanced semiconductor nodes for Taiwanese chip firms are still very full, Economy Minister Wang Mei-hua said on Wednesday, amid concerns about a slowdown in tech-related demand. A significantly weaker-than-expected business outlook by memory-chip firm Micron Technology Inc last Thursday raised concern that, following nearly two years of strong demand, the industry was turning towards …

Taiwan looks all set to thrive in a post-covid world
3 years, 8 months ago

Taiwan looks all set to thrive in a post-covid world

Live Mint  

For our global fund, Taiwan has been an absolutely stellar performer in the past 10 months or so. At a time when US Secretary of State Antony Blinken has hinted that Washington could send naval fleets to South China Sea in case of military escalation from China, a move unprecedented since the Taiwan Strait Crisis in 1954, heads of states …

Chipmaker TSMC approves fund for capacity expansion
3 years, 8 months ago

Chipmaker TSMC approves fund for capacity expansion

The Hindu  

Taiwan Semiconductor Manufacturing Co's board has approved $2.89 billion in spending to increase capacity, the company said on Thursday, responding to a global chip shortage that has affected carmakers in particular. In a brief statement, the world's largest contract chipmaker said its board had approved the spending "for the purpose of installing mature technology capacity". The company this month said …

Taiwan’s TSMC is pouring $100 billion into chipmaking to prevent another shortage
3 years, 9 months ago

Taiwan’s TSMC is pouring $100 billion into chipmaking to prevent another shortage

CNN  

Hong Kong CNN Business — Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, announced Thursday that it expects to pour $100 billion into advanced chips over the next three years to keep up with rising demand. “In order to keep up with demand,” TSMC expects to use the funds to “increase capacity to support the manufacturing and of advanced …

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