Semiconductors


2025-01-17

[News] Why the U.S. Bars India from Unrestricted Access to AI Chips

On January 13, the Biden administration issued new restrictions on the export of AI chips, aiming to block rivals like China from accessing advanced technology. Notably, India, a strategic partner of the U.S., is excluded from the list of 18 countries that are granted unrestricted access to advan...

2025-01-16

[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, positioning it as a key revenue driver for TSMC in the ye...

2025-01-16

[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 noted that though TSMC ha...

2025-01-16

[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 a gross margin of 57-59% and an operating margin of...

2025-01-16

[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 NT$45.25 (USD 1.41). According to the ...

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