Taiwan can pull out glasses. They found a gold mine
It seems like the AI craze is only getting worse. This means record profits not only for AMD and NVIDIA, but especially for TSMC.
There are quite a few companies from different corners of the world on the semiconductor market. However, the most important ones can be counted on the fingers of one hand – Samsung, Intel and TSMC. Despite everything, the Taiwanese have been the leader for years, offering the latest lithographs and the largest processing capacities.
TSMC recorded a 44.7% increase in revenue
That is why almost all the giants from the world of new technologies use TSMC’s services. Both in the case of PCs and smartphones. We are talking about companies such as Apple, AMD, NVIDIA, Qualcomm, MediaTek Whether… Intel. The demand is so great that the Taiwanese are building new plants all the time.
According to the latest report for July 2024, TSMC reported revenue of $7.94 billionor at the current exchange rate, approximately PLN 31.4 billion. This means a huge increase of 23.6% compared to the previous month and a whopping 44.7% compared to July last year.
The main reason for this situation is the huge demand for AI and HPC accelerators.produced in Taiwan by companies such as NVIDIA and AMD. Apple also adds its “five cents” by usually buying the most processing capacity in the latest lithography for SoC systems for smartphones.
Considering how the semiconductor production market works – orders are placed many months in advance, we only see the effects from the end of last year and the beginning of this year. This suggests that TSMC’s financial results will continue to improve in the coming months.
