TSMC's latest bank report is exactly as you'd expect it to be: mo' wafers, mo' money
TSMC has reported record-breaking net revenue of $35.90 billion for the first quarter, surpassing its own projections. The company attributes this success to extremely robust demand for AI-related chips, with 3-nanometre wafers accounting for 25% of total wafer revenue. Despite ongoing global demand, TSMC's manufacturing capacity is reportedly booked until 2028, suggesting continued high consumer pricing.
- Entities
- Topic: Manufacturing
- Topic: Artificial Intelligence
- Company: TSMC
- Topic: Semiconductors
- Platform: PC
- Company: NVIDIA
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