TSMC, Taiwan Semiconductor Manufacturing Company, reports strong revenue growth with top customers in 2023 including Apple, Nvidia, AMD, Qualcomm, MediaTek, Broadcom, and Intel. TSMC's March sales surged by 34% to $6.1 billion. The company plans to build a third facility in Arizona with $11.6 billion in funding. Taiwan's chip exports are booming, with a significant increase in shipments of computer hardware supporting the global AI industry. TSMC and Samsung collectively earned $13.2 billion for US chip ambitions. Japan and the US are making significant investments in the semiconductor industry, with TSMC playing a key role in transforming the chip supply chain.
TSMC’s American chipmaking plans grow $25bn more ambitious: They still pale next to its Taiwanese endeavours https://t.co/K02xq77uEt
US Buys More Taiwan Exports Than China for First Time Since 2003 https://t.co/yng6iXA84o
$TSM quarterly Rev view... ($NT) $SMH https://t.co/z7NSfXjuHq https://t.co/cBiOgsQ1Xu
How Japan Is Trying to Rebuild Its Chip Industry “TSMC’s US factories have been repeatedly delayed. Even though construction on the first factory began a full year later, the fab in Japan is already up and running and will be fully operational by year end.”https://t.co/zWFUEWoa6I
A change blowing in the wind? Taiwan exports to the US rose 65.7% year-on-year in March to $9.1 billion. Its exports to mainland China grew just 6% to $7.9 billion. @business https://t.co/SOqSY4vGMC
Taiwan’s chip industry heads overseas amid supply chain shift https://t.co/M6tGN9oNTi
$TSM strong revenue for March: +34% (from very low level last year). AI likely remains strong on 5nm and 3nm... But for how long? Top 5 customers: 1. $AAPL 25% of Rev 2. $NVDA 11% 3. $AMD 7% 4. $QCOM 7% 5. MediaTek and $AVGO both 5% https://t.co/vrx4eir1Pe
TSMC, Samsung Rake in $13.2B for US Chip Ambitions https://t.co/3Jig4ZrsPb
TSMC to build a third facility in Arizona after securing $11.6B in funding: $TSM Chair: "The proposed funding from the CHIPS and Science Act would provide TSMC the opportunity to make this unprecedented investment and to offer our foundry service of the most advanced… https://t.co/dt5SZYsHSc
TSMC March sales jump 34% to $6.1 bln https://t.co/YQB8iPxO4X https://t.co/8AgzP1Z7Wt
Taiwan’s exports surge at the fastest pace in two years as shipments of computer hardware underpinning the global AI boom rocketed more than 400% https://t.co/H51WcMLigg
Taiwan Semi records fastest monthly sales growth in nearly two years https://t.co/liOYzDqgsJ
How TSMC is transforming the Japanese farm town of Kikuyo into a key node in Asia's chip supply chain, backed by billions of dollars from Japan's government (New York Times) https://t.co/emzlSgaLiE 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/6Dl47X2B5W
Breaking down $545 billion in semiconductor revenue 2023 (% of Industry Revenue): 🇺🇸 Intel: 9.4% 🇺🇸 NVIDIA: 9.0% 🇰🇷 Samsung Electronics: 8.1% 🇺🇸 Qualcomm: 5.7% 🇺🇸 Broadcom: 5.2% 🇰🇷 SK Hynix: 4.4% 🇺🇸 AMD: 4.1% 🇺🇸 Apple: 3.4% 🇩🇪 Infineon Tech: 3.2% 🇪🇺 STMicroelectronics: 3.2% 🇺🇸…
TSMC’s Top 7 Customers in 2023, media report, citing unnamed investors 1. Apple 25% of revenue 2. Nvidia 11% 3. AMD 7% 4. Qualcomm 7% 5. MediaTek 5% 6. Broadcom 5% 7. Intel 4% Others: 36% 1/2 $TSM $AAPL $NVDA $AMD $QCOM $AVGO $INTC