AI demand remains strong! Taiwan Semiconductor's Q3 performance exceeded expectations across the board, with net income increasing by 54% year-on-year.
taiwan semiconductor's advanced process revenue accounted for a higher proportion in the third quarter compared to the previous quarter, accounting for 69% of total wafer revenue, up from 67% in the previous quarter, with 3-nanometer and 5-nanometer processes contributing a total of 52% of revenue in the third quarter.
Taiwan Semiconductor Q3 Legal Affairs Meeting Minutes: Expected annual revenue growth is close to 30%.
taiwan semiconductor 24Q3 legal conference minutes.
Stocks to Watch Thursday: TSM, Nvidia, AMD, Lucid -- WSJ
Behind the delay in Blackwell's shipments: Nvidia and Taiwan Semiconductor were exposed to "internal strife", one side blamed packaging technology, the other side claimed to be forced to rush.
Some NVIDIA engineers believe that the issues with the Blackwell chip partly stem from design flaws, while others believe they stem from taiwan semiconductor adopting a new technology for encapsulating different chips; Employees of taiwan semiconductor believe that NVIDIA rushed to complete the production process, not leaving enough time to resolve issues; When shareholders approached taiwan semiconductor about the delayed shipment of Blackwell, the investor relations department at taiwan semiconductor shifted the blame to NVIDIA. Although these issues are not enough to affect the nearly thirty-year partnership between the two companies, they highlight that while AI business is lucrative, the pressure NVIDIA puts on taiwan semiconductor is increasing.
taiwan semiconductor (TSM.US) rose more than 7% in pre-market trading, with third-quarter net profit after tax exceeding expectations.
taiwan semiconductor (TSM.US) third-quarter net profit after tax exceeds expectations, up 7.37% pre-market, at $201.3.
Express News | Taiwan Semiconductor: This year, the CoWoS capacity has more than doubled and is still in short supply.