台积电公布的2024年9月营收报告显示，当月合并营收约为2518.73亿元新台币（合78.26亿美元），较上月增加了0.4%，较去年同期增加了39.6%。Benefiting from the growth demand for artificial intelligence, taiwan semiconductor released its September monthly data on Wednesday, October 9th, showing both year-on-year and month-on-month growth. Calculations indicate that taiwan semiconductor's third-quarter revenue will easily exceed market expectations and the company's previous outlook. The company's stock listed in Taipei has risen by 72% year to date.
Caixin Media reported on October 9th (Editor: Zhou Ziyi), benefiting from the growth demand for artificial intelligence, the world's largest chip contract manufacturer, taiwan semiconductor (TSMC), released optimistic September monthly data on Wednesday, October 9th, indicating the company will have a 'harvest season' in the third quarter (July-September).
The company has been at the forefront of the artificial intelligence field, with major clients including apple and nvidia.
taiwan semiconductor's revenue report for September 2024 shows a consolidated revenue of about 251.873 billion New Taiwan Dollars (approximately 7.826 billion U.S. Dollars), an increase of 0.4% compared to the previous month and an increase of 39.6% compared to the same period last year.
Calculations show that taiwan semiconductor's revenue for July-September this year is 759.69 billion New Taiwan Dollars (approximately 23.62 billion U.S. Dollars), surpassing the average estimate of 750.36 billion New Taiwan Dollars (approximately 23.33 billion U.S. Dollars) given by analysts. This also exceeds taiwan semiconductor's own performance outlook of 22.4-23.2 billion U.S. Dollars. In the same period last year, taiwan semiconductor had a revenue of 17.3 billion U.S. Dollars, a year-on-year increase of 36.5%.
Although the third-quarter data has not been officially released, the above information still provides a more intuitive comparison, reflecting that the third-quarter revenue will easily surpass market expectations and the company's previous forecasts.
It is reported that the taiwan semiconductor's third-quarter institutional investor briefing for 2024 will be held on October 17th, where complete third-quarter performance will be announced, and the company's financial forecasts updated. It is worth mentioning that while taiwan semiconductor's monthly revenue data is provided in New Taiwan Dollars, quarterly revenue data and quarterly profit forecasts are all in U.S. Dollars.
The company's stock listed in Taipei has risen by 72% year to date, while the large cap stocks have increased by 26%. On Wednesday, there was a nearly 1% increase in stock price.
