今年迄今，台积电销售额总计2.34万亿新台币，较去年同期增长31.5%，也略低于1月至9月期间31.9%的增幅。taiwan semiconductor's sales in October were 314.24 billion new **** dollars, a year-on-year increase of 29.2%, significantly slower than the nearly 40% growth in September. Media reports point out that taiwan semiconductor's sales data in October sound the alarm for the resilience of demand for ai chips.
Taiwan Semiconductor's sales growth rate in October slowed significantly compared to September, marking the slowest growth rate since February this year, and its year-to-date sales growth rate has also slightly decreased.
On Friday, November 8, Taiwan Semiconductor announced its sales performance for October. Sales in October reached 314.24 billion New Taiwan Dollars, a year-on-year increase of 29.2%, and a month-on-month increase of 24.8%. In September, Taiwan Semiconductor's sales increased by nearly 40% year-on-year. From March to September before that, the company's monthly sales growth rate exceeded 30% each month.
So far this year, Taiwan Semiconductor's total sales amount to 2.34 trillion New Taiwan Dollars, a 31.5% increase compared to the same period last year, slightly lower than the 31.9% growth rate from January to September. Analysts predict that in the three months leading up to December, this chip manufacturer's sales will increase by 36.1%.
A Bloomberg article points out that Taiwan Semiconductor's October sales data raises concerns about the sustainability of demand for AI chips.
After the revenue data was released, Taiwan Semiconductor's U.S. stock rose more than 2% in after-hours trading.
In the third quarter of this year, Taiwan Semiconductor's performance was impressive, indicating that AI demand remains strong. However, the company warned at the time that chip demand in other industries is weakening, especially in personal computers, smart phones, and consumer electronics, with little sign of improvement.
Earlier today, Taiwan Semiconductor stated in an email declaration: 'Our investment plans in the United States remain unchanged.'
Taiwan Semiconductor is the world's largest wafer foundry manufacturer, and also a major supplier to companies such as Apple and Nvidia. It is currently investing $65 billion to establish a new factory in Arizona, USA.
As investors' concerns about the true commercial potential of AI and increasing production worries heat up, the market's attention to Taiwan Semiconductor's monthly sales has been growing. So far this year, Taiwan Semiconductor's stock price has risen over 80%.
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