Taiwan Semiconductor Manufacturing Company (TSMC) has recorded its fastest monthly sales growth in nearly two years, signaling a robust demand in the semiconductor industry. This growth comes as Taiwan's exports, particularly in computer hardware crucial for the global AI boom, surged at the fastest pace in two years, with shipments increasing by more than 400%. TSMC is on schedule with its next-generation chip technology for Apple Silicon, preparing for the integration of its 2nm technology in Apple's mid- and late-2025 devices, including the iPhone 17 Pro. Despite facing twin challenges, TSMC remains on track to develop 2nm and 1.4nm processors for Apple devices. The company's strong revenue performance in March, with a 34% increase from the previous year, underscores the continued demand for advanced semiconductor technology. Additionally, the shift in global trade patterns is evident as the US has become the largest destination for exports from Taiwan and South Korea, surpassing China.
TSMC $TSM is reported to be attempting to accelerate construction of its Arizona fab in an effort to kick off mass production before the end of the year, compared to its original timeline for the first half of 2025. $AMKR $NVDA $AMD $AVGO $QCOM
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
The US is now the largest destination for exports from Taiwan and South Korea after decades of China sitting atop the list. https://t.co/Iw83jef9I0 via @economics
#iPhone17Pro To Debut With TSMC's 2nm Chipset, What To Expect From Apple In 2025 https://t.co/QEySGXqGwo
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
TSMC 2nm processor won't arrive until iPhone 17 Pro https://t.co/QXNKUziatU #Apple
$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
ICYMI: TSMC on track toward 2nm and 1.4nm processors for Apple devices https://t.co/UpwipvEUOw by Ed Hardy
TSMC on track toward 2nm and 1.4nm processors for Apple devices https://t.co/UpwipvEUOw by Ed Hardy
A new report says that TSMC is on schedule for Apple to use its 2nm technology in its mid- and late- 2025 devices like the iPhone 17 Pro. By @WGallagher https://t.co/Ngl22T6auk
2nm chip for iPhone 17 Pro on track despite twin challenges https://t.co/ws0dSOXCtT by @benlovejoy
TSMC's Next-Generation Chip Technology for Apple Silicon on Schedule https://t.co/y5Bl95yQEO
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