Thanks to the surge in demand for artificial intelligence semiconductors, Taiwan chip manufacturer TSMC announced that net profit increased by 9%in the first quarter of this year, exceeding market expectations.
Comprehensive Taiwan United News China Times and other reports, TSMThe expected level of US $ 18 billion to US $ 18.8 billion increased by 16.5%year -on -year and a decrease of 5.3%from the previous month.
With the change of product portfolio, the gross profit margin of TSMC in the first quarter of 53.1%, an increase of 0.1 percentage points from the previous quarter, a decrease of 3.2 percentage points from the same period last year.The same, about 9.4 billion yuan), 5.5%month -on -month, an increase of 8.9%year -on -year, and the net profit per share was 8.7 yuan.
TSMC disclosed that the Sannan chip process shipping accounted for 9%of the company's wafer sales in the first quarter, 37%of the five -nanometer process, and 19%of the seven -nanometer process.Overall, the revenue of advanced processes (including seven nanos and more advanced processes) reached 65%of the wafer sales amount throughout the season.
Huang Renzhao, the director of TSMC Finance, predicts that the US dollar revenue in the second quarter of this year was 19.6 billion US dollars to $ 20.4 billion.
As the main supplier of Apple, the decline in the sales volume of Apple's mobile phone has impacted TSMC's business, but thanks to the wave of artificial intelligence, TSMC announced the fastest sales growth since 2022.The demand for accelerating the development of artificial intelligence has begun to offset the impact of the downturn in the smartphone market.
Since the trough in October 2022, TSMC's market value has increased by about 340 billion U.S. dollars. Investors' bets will become one of the most obvious winners of the global artificial intelligence development boom.
