Capex will be higher because of the demand of AI growth – More for ASML***
20% spend for advanced packaging
As long as growth outlook looks strong we will continue to invest.
Strong smartphone and AI related demand
Moving into 1st quarter we expect strong demand to continue.
Extremely robust AI related demand throughout the 2nd half of 2024
Leading edge 3nm and 5nm technologies
AI AI AI
revenue from server AI contribution to more the TRIPLE this year*** of our total revenue in 2024 **** DAMN
We forecast full year revenue 2025? to increase 30% ****
New FAB to start in the beginning of 2025 in Arizona *** Good for ASML
Will begin production in 2028
Another fab in Kumamoto in 4th quarter of next year.
Something something opening up FABS everywhere!!!
Fabs in Germany, Asia, US, everywhere around the globe!
Focusing on automotive.
Really diversifying fabs regionally here in the next 3-5 years
>
>
>
>
>
**QA**
HORRIBLE QUESTION – IS AI a BUBBLE – LOL Roi and things – who was this?
Are you worried (interpreter) fixes question
Answer – It’s real – Every AI innovator is working with TSMC – We can create more value… 1% productivity gain is equal to $1 B to TSMC – we can’t be the only company to have benefited. I believe a lot of company are using AI to improve productivity. It’s real. Did I answer your question?
2nd part to question – how do we view the overall demand and cycle have we reached peak?
The demand is real and this is just the beginning. Key customer says the demand is insane (Jensen) It will CONTINUE FOR MANY YEARS ****!!! Everything other than AI is starting to stabilize and starting to improve.
wampum on
Looks like chips are back on the menu.
[deleted] on
[deleted]
reddit-abcde on
what color is your Bugatti?
AdApart2035 on
I sold it. A week ago…
gnocchicotti on
Gonna be sad to watch TSM go down tomorrow because I own it
SnooRegrets6428 on
I wonder how much of intel and Samsung production was taken away by TSM. Price increase and market dominance.
CorleonMichael on
TSM reaches its ATH. Time to buy puts?
9 Comments
**Call Notes: Insanely positive**
Strong AI Chips, PC and Smartphone sales
3nm 20% of revenue
5nm 32%
platform HPC (High Performance Compute / AI) 51% – 11% qoq
smartphone 16% – increase 5% qoq
**Guidance**
26.1 billion + 13% increase or 35% sequential increase
Gross margin 57% – 59% – DAMN
Higher capacity and utilization rate
compared to 3rd q guidance – exceeded the high end range by 230 basis points
4th q gross margins by 20 basis points. Higher capacity utilization rate. N3 ramp up.
AI demand continues.
Capex will be higher because of the demand of AI growth – More for ASML***
20% spend for advanced packaging
As long as growth outlook looks strong we will continue to invest.
Strong smartphone and AI related demand
Moving into 1st quarter we expect strong demand to continue.
Extremely robust AI related demand throughout the 2nd half of 2024
Leading edge 3nm and 5nm technologies
AI AI AI
revenue from server AI contribution to more the TRIPLE this year*** of our total revenue in 2024 **** DAMN
We forecast full year revenue 2025? to increase 30% ****
New FAB to start in the beginning of 2025 in Arizona *** Good for ASML
Will begin production in 2028
Another fab in Kumamoto in 4th quarter of next year.
Something something opening up FABS everywhere!!!
Fabs in Germany, Asia, US, everywhere around the globe!
Focusing on automotive.
Really diversifying fabs regionally here in the next 3-5 years
>
>
>
>
>
**QA**
HORRIBLE QUESTION – IS AI a BUBBLE – LOL Roi and things – who was this?
Are you worried (interpreter) fixes question
Answer – It’s real – Every AI innovator is working with TSMC – We can create more value… 1% productivity gain is equal to $1 B to TSMC – we can’t be the only company to have benefited. I believe a lot of company are using AI to improve productivity. It’s real. Did I answer your question?
2nd part to question – how do we view the overall demand and cycle have we reached peak?
The demand is real and this is just the beginning. Key customer says the demand is insane (Jensen) It will CONTINUE FOR MANY YEARS ****!!! Everything other than AI is starting to stabilize and starting to improve.
Looks like chips are back on the menu.
[deleted]
what color is your Bugatti?
I sold it. A week ago…
Gonna be sad to watch TSM go down tomorrow because I own it
I wonder how much of intel and Samsung production was taken away by TSM. Price increase and market dominance.
TSM reaches its ATH. Time to buy puts?
So Puts on NVDA today ?