$Taiwan Semiconductor Manufact

Nvidia’s revenue share at TSMC will rise from 5-10% in 2023 to over 20% by 2025, matching Apple’s.

AI and advanced packaging are key growth drivers, with AI expected to contribute over 20% of TSMC’s revenue this year.

TSMC’s data center AI revenue is projected to grow from 6% in 2023 to 14% in 2024 and beyond 20% in 2025.

Production capacity is the only factor limiting TSM’s growth🚀🚀🚀

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Comments

Merle Ted
02-24
Merle Ted
Who can surpass the total cash of $2.42 trillion? Already growing strongly.
Mortimer Arthur
02-24
Mortimer Arthur
All I know is that revenue and earnings are rising and it beats analysts estimates.

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AI and advanced packaging are key growth drivers, with AI expected to contribute over 20% of TSMC’s revenue this year. TSMC’s data center AI revenue is projected to grow from 6% in 2023 to 14% in 2024 and beyond 20% in 2025. 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