La forte domanda di chip AI spinge di TSMC le entrate di luglio 45% Anno dopo anno

The demand for AI accelerators is going strong, and the world’s largest semiconductor manufacturer, TSMC, has just confirmed that with its July 2024 revenue report. According to its latest July 2024 dati, TSMC has reported a consolidated revenue of NT$256.95 billion, or about $7.94 billion at the time of writing. This represents a massive 23.6% jump from June 2024 and a 44.7% from July 2023, when revenue came in at NT$207.869 billion and NT$177.616 billion, rispettivamente. For revenue throughout the year, measured from January to July, TSMC booked NT$1.523 trillion, or about $47 billion at the current rate. For this 7-month period, TSMC’s revenue has increased by 30.5% Year-on-Year (YoY), showing great demand and an uptick in the company’s production capabilities.

Naturalmente, this is possible thanks to the massive demand driving AI chip sales from various startups and established giants like NVIDIA and AMD. Another vital customer for TSMC is Apple, which produces smartphone and Mac chips at Taiwanese facilities. The solid financial results from TSMC suggest that other fabless chip designers in its ecosystem may also experience positive outcomes in their earnings. It’s worth noting that the semiconductor supply chain operates on a long-term planning basis, with arrangements made months in advance. As such, we can expect advanced silicon solutions to reach new customers in the coming months, further driving growth in the sector.