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AI需求推动,台积电6月销售2079亿新台币,二季度初始营收同比大涨40.1%

Driven by AI demand, Taiwan Semiconductor's sales in June reached 207.9 billion new Taiwan dollars, with initial revenue in the second quarter soaring 40.1% YoY.

wallstreetcn ·  Jul 10 16:05

Source: Wall Street See

Based on the monthly sales figures that have been released so far, Taiwan Semiconductor's sales in the second quarter were NT$ 673.51 billion, higher than market expectations, an increase of 40.1% compared to the same period last year. Cumulative sales this year reached NT$ 1,266.15 billion, an increase of 28.0% compared to the same period last year.

Under the wave of AI, sales in June soared year on year, and global semiconductor demand remained strong. $Taiwan Semiconductor (TSM.US)$On July 10th, TSMC released its June 2024 sales data, revealing that TSMC's revenue in June was NTD 207.9 billion, up 32.9% year on year and down 9.5% month on month. The cumulative sales this year reached NTD 1266.15 billion, about USD 38 billion, an increase of 28.0% compared to the same period last year.

From the 2024 sales figures already released by TSMC for Q2, TSMC's sales in Q2 were NTD 673.51 billion, higher than market expectations (21 analysts predicted NTD 654.27 billion) and up 40.1% year on year.

After announcing its performance, TSMC's Taiex continued its upward trend yesterday, rising 0.48% to NTD 1045. Its stock price has skyrocketed by more than 75% in the past year, with a market cap of over $1 trillion.

Analysts believe that TSMC's growth is mainly due to strong demand in the field of AI and high-performance computing. Against the backdrop of a shortage of high-end wafer foundry supplies worldwide, Apple and Nvidia have been TSMC's major customers for chipsets to build AI infrastructure.

Next Tuesday, TSMC will release its Q2 financial report. Morgan Stanley analysts have raised TSMC's target price by about 9%, stating that TSMC may charge its customers more fees by 2025 to further increase revenue. 'If customers do not accept TSMC's price, they may not get enough capacity allocation.'

Regarding the recent rumors of TSMC lowering prices for its 7-nanometer process, industry analysts believe that the main reason is that customers using mature processes, such as past smartphone SoC, GPU, and AI chips, have gradually upgraded to more advanced processes and won't easily upgrade to 7-nanometer. However, TSMC's Q1 revenue from its 7-nanometer process accounted for 19%, which will further decrease with the increase of 3-nanometer production capacity next year.

In 2023, the company's overall sales volume of 18,000 kiloliters, +28.10% year-on-year, significant growth. Product structure, 10-30 billion yuan products operating income of 401/1288/60 million yuan respectively.

Editor / jayden

The translation is provided by third-party software.


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