The global wafer foundry Giant TSMC fell 15.8%month -on -year revenue, but increased by 11.3%year -on -year, a new high of the same period.
Comprehensive reports of Taiwan United Daily, Central News Agency, and Bloomberg News, TSMC announced on Friday (March 8) that TSMC's revenue in February this year fell below 200 billion yuan (NT $, the same below, approximately 8.4 billion new new SingaporeanYuan) levels fell to 181.6 billion yuan.
Analysis believes that February coincides with the New Year holiday of the lunar calendar, and the number of working days is small, and the revenue has declined normally from the previous month.
Data show that TSMC reached 397.4 billion yuan (about S $ 16.8 billion) in the first two months of this year, a year -on -year increase of 9.4%.TSMC estimates that the operating target in the first quarter of this year can be successfully completed, and revenue is expected to fall between US $ 18 billion (S $ 23.9 billion) to US $ 18.8 billion.
TSMC said that the first quarter performance may be affected by the seasonal factors of smart phones, but the demand for high -efficiency energy computing (HPC) will help slow down the low season effect of smart phones.
TSMC expects to benefit from the demand for artificial intelligence (AI). It is expected to grow up healthy in 2024. The annual USD revenue will be innovative, an increase of 21%to 26%; the proportion of the three nanometers process is expected to be expectedRen up to 15%.
TSMC Radio Stocks once soared to a new high of 796 yuan on Friday. Although some increases in the afternoon, 3.16%of the increase was still recorded.The rise of TSMC's stock price also led the Taiwan stock index to break through a record high of 20,000 points.
Bloomberg said that as the main chip dealer of the leading Nvidia of the global independent graphics card, TSMC is on the open artificial intelligence boom after the launch of OpenAI to launch ChatGPT, which is considered to be the main beneficiary of the development and growth of large language models.one.
