Such increase in net revenue from 2021 to 2022 came mainly from High Performance Computing of NT$344,604 million (59% year-over-year increase), and from Smartphone of NT$193,788 million (28% year-over-year increase). This increase also came from Internet of Things of NT$63,109 million ...
Philip Lee, an analyst at Morningstar, is one of the analysts with the highest price targets in the industry, but he admits that he is a bit nervous about how long the rapid growth of artificial intelligence can last. He gave a target price of NT$950, which meant an increase of more...
If TSMC increases the price then not only it will give GPU makers wind in their wings to increase the price again but it will blow away the argument for the prices being high in the first place. We all know what that means. GPUs mid range $1K. Posted on Jun 6th 2024, 13:21 ...
If the terminal price increase is successful, it will cause price inflation. If it is unsuccessful, it will bring another serious impact on the already weak consumer market. Legal persons believe that Trump's tariffs are still a negotiating tool, but each industry m...
TSMC threatens to increase their price...because they want to lock business in with their customers... Is this news? I mean, at this point you're looking at a global supply chain trying to plan for their busiest season in month 7, with expected announcements of Blackwell...
The...moreThis site is many covering smartphones and tablets though and that is the context of my comment. These are largely reliant on chips manufactured by TSMC and heavy tariffs on those products would be illogical as they would increase costs dramatically for Chinese Smartphone and tablet ...
For the full year of 2024, we forecast the overall semiconductor market, excluding memory to increase by more than 10% year-over-year. While foundry industry growth is forecast to be approximately 20%. For TSMC, supported by our technology leadership, a broader customer base, we are confident...
the A20 Pro processor for the first time. This chip will be manufactured using TSMC's 2nm process, and the price of the chip will increase from the current $50 to $85, an increase of up to 70%. With the rise in costs, the final selling price of the iPhone 18 Pro may increase. ...
and a 5 year price target of $48.59. Given that TSMC is slightly inflated after riding on the exponential revenue growth experienced byNvidia, TSMC’s stock price could take a hit in 2024. However, I believe that the stock price will rebound in subsequent years due to the investment theses...
Net profit margin was 43.1% and diluted EPS was NT$14.45.Full Year 2024 Net revenue was NT$2,894.31 billion, representing a 33.9% increase from 2023. In US dollar terms, net revenue increased 30.0% toUS$90.08 billion in 2024. Gross margin was 56.1%, up 1.7 percentage points from 54....