TSMC and its Next One-Year Plan: Key Areas to Watch
TSMC, the world's leading semiconductor foundry, remains a crucial player in the global tech scene. Here's a breakdown of their current standing and next-year plans:
Current State:
* Market Leader: TSMC holds the largest market share in the foundry industry (53%) and boasts a strong customer base, including Apple, Nvidia, and Qualcomm.
* Financial Performance: Despite a projected 25% drop in earnings per share for 2023, analysts expect revenue to grow 17% and earnings to recover by 21% in 2024, highlighting a promising outlook.
* Technological Advancement: TSMC is a leader in chip manufacturing technology, currently in mass production of 3nm chips and expected to begin 2nm production in 2025.
Next One-Year Plan (Highlights):
* Increased Production: TSMC plans to invest heavily in capacity expansion, with new fabs in Arizona and Taiwan targeting N4 (4nm) and 3nm production.
* Focus on Advanced Technologies: Continued R&D efforts on 2nm and beyond-2nm nodes are expected to solidify their technological edge.
* Geographic Expansion: The Arizona fab signifies a strategic move into the US market, potentially reducing reliance on Asian production sites.
* Market Diversification: While smartphones remain a major segment, TSMC aims to tap into growing markets like AI, HPC, and automotive applications.
* Collaboration: Partnerships with technology companies and governments are expected to boost innovation and secure crucial resources.
* Advance packing market leader then any other companies. Which include 3D interconnect technologies, CoWoS , InFO, SoIC system.
TSMC's next year plan reflects a focus on expansion, technological leadership, and diversification. Despite potential challenges, they remain well-positioned to be a major player in the semiconductor industry.
I am bullish on TSMC future. Do you own due diligence check before invest. @MillionaireTiger @TigerEvents @TigerStars @TigerSG
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