Author Archives: TrendForce

[News] TSMC Projects 20% Revenue CAGR Over the Next Five Years, Driven by AI Demand

On January 16, TSMC held its earnings call, during which Chairman and CEO C.C. Wei provided insights into the continued growth in AI demand. As reported by TechNews, Wei underscored that AI demand is expected to remain strong through 2025, …

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[News] Plessey and Meta Unveil Groundbreaking Red Micro LED Display for AR Glasses, Featuring Up to 6 Million Nits

Plessey Semiconductors, a leading developer of Micro LED display solutions, and Meta Platforms have collaborated to develop what is touted as the world’s brightest red Micro LED display, designed specifically for AR glasses. With a brightness of up to 6 …

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[News] TSMC: U.S. Chip Export Controls “Manageable”; Arizona Fabs Progress Ahead of Schedule

Shortly after Biden’s latest announcement on the chip export control targeting processors made on 14nm, 16nm, or more cutting-edge nodes, TSMC’s Chairman C.C. Wei claimed that the impact would be “manageable” at the foundry giant’s earnings call today. C.C. Wei …

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[News] TSMC Projects Q1 Gross Margin to Hold Steady at 58%, with 2025 CapEx Rising up to USD 42 Billion

TSMC held its Q4 earnings call today (16th), reporting an EPS for 2024 that exceeded expectations, reaching NT$45.25 (USD 1.41). For the 2025 financial outlook, TSMC forecasts Q1 revenue to range between USD 25 billion and USD 25.8 billion, with …

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[News] TSMC 4Q24 Earnings Hits Record High, with Full Year EPS Reaching NT$45.25

TSMC today announced consolidated revenue of NT$868.46 billion, net income of NT$374.68 billion, and diluted earnings per share of NT$14.45 (US$2.24 per ADR unit) for the fourth quarter ended December 31, 2024. Its diluted earnings per share for 2024 reaches …

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