Due to the surge in demand for artificial intelligence (AI) semiconductors, Taiwan's largest chip manufacturer Taiwan Jantin Circuit Manufacturing Company (TSMC) net profit increased by 8.9%year -on -year in the first quarter of this year, exceeding market expectations.Interviewed experts pointed out that under the wave of AI, Taiwan's upstream and downstream manufacturers centered on TSMC will benefit, and the prospects are highly optimistic.
TSMC is 90 % of the world's most advanced semiconductor chips (translated as chips in mainland China).The company announced on Thursday (April 18) at the online legal person instructions for investment institutions that the first quarter revenue was US $ 18.877 billion (about S $ 25.6 billion), and the net profit attributable to Taiwan's parent company was NT $ 225.4 billion90 million yuan (about 9.4 billion yuan), an increase of 8.9%year -on -year.
The first season is a traditional off -season, but TSMC's revenue and net profit are better than market expectations.Huang Renzhao, director of TSMC Finance, predicts that the US dollar revenue in the second quarter will reach 19.6 billion US dollars to US $ 20.4 billion, calculated at a median $ 20 billion, which will increase by 27.6%over the same period last year.
In addition, based on geopolitical considerations, TSMC recently set up factories in the United States, Japan and Germany. Faced with higher production costs, the President of TSMC Wei Zhejia revealed that the company is asking the company to share overseas customers to share factories overseas factories.Extra cost.
TSMC is the main supplier of Apple and AI chip giant Nvidia.Recently, due to the surge in the demand for generation AI applications, the impact of the downturn in the smartphone market, investors have bet on Taiwan's accumulation and become one of the big winners of the global AI boom. TSMC's stock price rises.
Since the trough in October 2022, TSMC's market value has risen to US $ 721.2 billion, and it has ranked ninth in the world's top ten companies in the world.
Chen Ziang, a senior semiconductor industry consultant, pointed out in an interview with Lianhe Morning Post that the large language model developed by AI chip development is moving towards commercialization and personalization, leading the world to enter the era of AI personal computers and AI mobile phones. These must be configured with central processors.The three chips of graphics processor and neural network processor also drive the memory needs of high -bandwidth memory chips.
He said that more than half of the high -tech industry in Taiwan is related to semiconductor. At the moment when the demand for various semiconductor chips worldwide, the upstream and lower reaches of the supply chain centered on TSMC will benefit from it, and the prospects are highly optimistic.
Data from the end of March of the Taiwan Stock Exchange show that the market value of TSMC in the Taiwan stock market accounts for 31.5%, far exceeding the 3.2%of Hon Hai, which can be said to be unique.The performance of TSMC's stocks often affect the rise of the Taiwan stock market. As a result, the Taiwan stock market is often described as TSMC's "one person's martial arts".
In addition to the semiconductor industry chain as the main force, Taiwan's high -tech industry also covers hardware manufacturing and software development, including machinery and tool machine manufacturers, electronic components and component manufacturers, as well as information technology, biotechnology and green energy energyTechnology industry, etc.
According to a report released by the Korean enterprise research institution CEO Score on Wednesday, driven by TSMC's performance after 2022, the total market value of Taiwan's top 100 companies has exceeded South Korea in 10 years.
But Chen Ziang believes that Korean companies are mainly based on their own brands, while Taiwan's technology industry is mainly assembly and foundry. The market value of hundreds of major enterprises wins South Korea.Small, but not equal to Taiwan's technology strength more than South Korea.
He predicts that looking at the future, the demand for AI computers and AI mobile phones has surged, and it is expected to drive Taiwan to engage in the vigorous development of the surrounding assembly industries such as motherboards, cases and keyboards.
