TSMC in Podcasts
companyChinese semiconductor manufacturing company, one of Nvidia's partners in supply chain
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We're also gonna be getting earnings from ASML, TSMC, and Netflix.
De Taiwanese chipreus TSMC zag zijn omzet het afgelopen kwartaal met maar liefst 35% stijgen, blijkt uit voorlopige cijfers. Vooral maart was een opvallend sterke maand. Daarmee lijkt de vraag naar AI-chips voorlopig stevig stand te houden. Beleggers vrezen dat de hogere energieprijzen en aanvoerproblemen de sector zouden afremmen. Maar daar is bij de belangrijkste leverancier van Nvidia en Apple nog niets van te merken.
TSMC is the world's largest contract chipmaker and a bellwether for the industry and AI demand.
TSMC makes around 90% of the world's most advanced chips, so its outlook is a pretty good proxy for the AI industry's health.
And further out, TSMC now expects revenue from AI chips to grow about 55% a year through 2029, a full 10 percentage points faster than it was predicting before.
That beat analyst forecasts by a good 5% and further encouraged investors, hot on the heels of TSMC's sneak peak revenue beat last week.
TSMC reported better than expected results on Thursday, reassuring investors who needed to see the AI money to believe the hype.
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