In Q4, the revenue of the top 10 largest foundries increased by 7.9% quarter-over-quarter to $30.5 billion, with TSMC leading the growth with a 14% increase to nearly $20 billion. TSMC also expanded its market share to over 61%, up from below 58% in Q3, due to strong demand for AI chips. Orders from major companies like Apple, Intel, and AMD for TSMC's 3nm production are expected to rise throughout 2024, contributing to over 20% of TSMC's total revenue, with 3nm being second behind only 5nm for TSMC revenue. This surge is partly due to the anticipated demand for the iPhone 15 series featuring the 3nm A17 Pro processor. Despite a 13.6% year-over-year revenue decrease in 2023, attributed to a challenging macro backdrop and a slower recovery in China, the industry is projected to see a 12% increase in revenue to $125.2 billion in 2024, driven by AI demand. However, Taiwan's electricity price hikes are expected to have minimal impact on TSMC and UMC but will affect smaller foundries. TSMC and other industrial firms in Taiwan will face power tariffs ranging from 15% to 25% starting April 1.
CPU prices could rise as Apple takes 50% of next gen manufacturing. https://t.co/YtbxrazGUU https://t.co/nP7QWmdvfx
TSMC's 3nm node powers up, setting stage for tech giants' next-gen chips https://t.co/1Q4IqKZjXd
TSMC $TSM and other data center and industrial firms in Taiwan are set to face power tariffs ranging from 15% to 25%, starting on April 1. $ASE $MU $NVDA $UMC $AMD
Revenue at the top 10 foundries decreased 13.6% YoY to $111.5B in 2023, due to a challenging macro backdrop in the beginning of the year and a slower recovery in China. Revenue for 2024 is expected to increase 12% YoY to $125.2B, driven by AI demand. $TSM $INTC $GFS $UMC https://t.co/fmTeVuz7mg
TSMC sees strong demand for 3nm chips with orders from Apple, Intel, and AMD: report https://t.co/75COGdGWtk
Taiwan’s electricity price hikes will have a minimal impact on TSMC and UMC, but will hurt smaller chip foundries, such as Vanguard (VIS) and Powerchip (PSMC), media report, citing Morgan Stanley, who reportedly said the hikes will clip overall gross margins by about 0.6 to 1.2…
TSMC's 3nm node will reportedly account for over 20% of its revenue in 2024, as Apple, AMD, and Intel adopt the technology https://t.co/LredRolaHX https://t.co/NOCpTRUGiZ
TSMC is poised for a stellar year with its 3nm orders surging, driven by heavyweights like Apple, Intel, and AMD. With the iPhone 15 series featuring the 3nm A17 Pro processor, the company's 3nm revenue is set to soar, potentially surpassing 20% contribution. #china #technology https://t.co/AlCZAXe8Lz
If you look at the global top 10 foundries it should immediately be noted that: 1. TSMC essentially has all of the leading edge Foundry business and the majority of the entire Foundry market share. (And is gaining on AI momentum) 2. U.S. has no meaningful leading edge… https://t.co/t13mh99RhG
TSMC orders from Apple, Intel and AMD for 3nm production will increase quarter-by-quarter all year to account for over 20% of total revenue, putting 3nm second behind only 5nm for TSMC revenue, media report, 1/2 $TSM $AAPL $INTC $AMD #semiconductors #semiconductor…
TSMC claimed over 61% of the foundry market in Q4, up from below 58% in Q3 on strong demand for AI chips. $TSM $INTC $GFS $TSEM $UMC https://t.co/FvPGwB2hP4 https://t.co/SncOYaw5cm
Revenue at the top 10 largest foundries rose 7.9% QoQ to $30.5B in Q4, led by TSMC’s $TSM 14% QoQ gain to nearly $20B in revenue. Intel Foundry Services $INTC dropped out of the top 10 on weaker momentum and stronger growth from Nexchip and PSMC. $UMC $GFS $TSEM https://t.co/pLQUblN6XG