Author Archives: TrendForce

[News] TSMC Expects Q4 Revenue to Surpass USD 26.1 Billion, Revises Full-Year Revenue Forecast Upward

TSMC held its earnings call earlier today, October 17th. According to a report in Economic Daily, based on an exchange rate of USD 1 to TWD 32, the company estimates the fourth-quarter revenue to be between USD 26.1 billion and …

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[News] TSMC’s C.C. Wei Declares No Interest in Acquiring Intel’s Fab, Emphasizes ‘AI is Real’

At TSMC’s third-quarter earnings call on the 17th, Chairman C.C. Wei was asked about potential interest in Intel’s spin-off of its IDM business. According to a report from TechNews, Wei responded with two decisive “No’s,” indicating that TSMC has no …

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[News] Liquid Cooling Set for a New Era in 2025, Favoring Taiwanese Supply Chain

According to a report by Commercial Times, as NVIDIA’s GB200 is set to officially ship by the end of this year and gradually ramping up in 2025, it is anticipated to usher in a new era of liquid cooling. TrendForce predicts that …

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[News] TSMC 3Q24 EPS Hits Record High, Reaches NT$12.54

TSMC today announced consolidated revenue of NT$759.69 billion, net income of NT$325.26 billion, and diluted earnings per share of NT$12.54 (US$1.94 per ADR unit) for the third quarter ended September 30, 2024. According to the press release issued by TSMC, …

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[News] China Cyberspace Security Association Urges Probe into Intel’s Security Flaws

A report from China Cyberspace Security Association on the 16th, criticized Intel for frequent security vulnerabilities, poor reliability, and user surveillance. The association recommended launching a cybersecurity investigation into Intel products. In an article titled “Frequent Vulnerabilities and High Failure …

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