从全年来看，2024年1至12月台积电的总营收约为新台币28943.8亿元，较2023年增加33.9%。① Taiwan Semiconductor's consolidated revenue in December 2024 increased by 57.8% year-on-year, with total annual revenue growing by 33.9% year-on-year. ② It is estimated that Taiwan Semiconductor's revenue for the fourth quarter is 868.42 billion New Taiwan dollars, exceeding market expectations; ③ Taiwan Semiconductor will hold an earnings call on January 16, and analysts believe there are four key areas to focus on during the call.
Cailian Press reported on January 10 (Editor: Zhou Ziyi) that on Friday (January 10), the largest Contract Manufacturers in the world. $Taiwan Semiconductor (TSM.US)$ Announced its monthly Earnings Reports for December 2024, with a consolidated revenue year-on-year increase of nearly 60%.
The Earnings Reports show that the consolidated revenue for December was approximately 278.163 billion New Taiwan dollars, an increase of 0.8% compared to the previous month and up 57.8% from the same period last year.
In terms of the whole year, from January to December 2024, Taiwan Semiconductor's total revenue was about 2894.38 billion New Taiwan dollars, an increase of 33.9% compared to 2023.
It is estimated that Taiwan Semiconductor's overall revenue for the fourth quarter (October to December) reached 868.42 billion New Taiwan dollars (approximately 26.36 billion USD), easily surpassing market forecasts. Analysts generally expected the company's fourth-quarter revenue to be 853.57 billion New Taiwan dollars (about 25.9 billion USD). This also aligns with Taiwan Semiconductor's comments during the earnings call in October, where it predicted fourth-quarter revenue to be between 26.1 billion and 26.9 billion USD.
The new performance report reflects Taiwan Semiconductor's strong market position and ongoing demand for its semiconductor products. Taiwan Semiconductor is a key supplier for companies such as Apple, NVIDIA, and AMD. On Thursday (January 9), it was reported that Taiwan Semiconductor's fab in Arizona, USA has recently started production of the S9 SiP chip used in the Apple Watch and AMD's Ryzen 9000 chip.
In addition, Taiwan Semiconductor will hold the fourth quarter earnings conference on January 16, and analysts believe there are four key areas worth paying attention to during the call.
The first area is the progress and revenue of the CoWoS advanced packaging capacity, which is expected to give insights into Taiwan Semiconductor's demand expectations for AI chips over the next 12-18 months.
Secondly, the progress of increased production at the wafer factory in Arizona, USA, is key to meeting the demand from customers like Apple and NVIDIA for chip production in the USA.
Concerns about weakened demand for mature process nodes of 7 and 16nm or potential profit pressure that may arise.
Finally, the capital expenditure plan for 2025 will demonstrate Taiwan Semiconductor's confidence in the adoption of the next generation 2nm process.
编辑/jayden
