Express News | taiwan semiconductor's sales revenue in September was 251.873 billion New Taiwan Dollars, a year-on-year increase of 39.6%.
350 sets of H100 replace 0.04 million CPUs! Taiwan Semiconductor applies nvidia platform to accelerate computing and ignite the semiconductor manufacturing revolution.
nvidia's cuLitho platform significantly improves the speed of the computational lithography, a cornerstone step in chip manufacturing. Through this platform, nvidia and taiwan semiconductor have increased the speed of optical mask curve process and traditional Manhattan process by 45 times and nearly 60 times, respectively.
Taiwan Semi's Q3 Sales Seen to Beat Estimates, September Revenue Surges Amid AI Chip Demand
Goldman Sachs: Taiwan Semiconductor is expected to maintain revenue growth momentum in the next five years.
Economic Daily on October 9th | Analysts from Morgan Stanley said in a research report that driven by the demand for AI chips and the outsourcing business of integrated device manufacturers, Taiwan Semiconductor's compound annual growth rate of revenue in the next five years may continue to maintain at 15%-20%. Due to strong demand for AI chips and further increase in Apple's 3nm chip production, Taiwan Semiconductor's gross margin in the fourth quarter may slightly increase from 55% in the third quarter to 55.5%. After the successful wafer price increase (effective next year), Taiwan Semiconductor's gross margin in 2025 and beyond may remain around 55%. They added, "Recognizing"
TSMC Beats Forecasts With Sharp Rise in Third-quarter Sales
TSMC Could Sustain Revenue Growth Momentum Over Next Five Years -- Market Talk