TSM: The Backbone of the New Digital Economy

$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇

• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3.

• AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.

• Management expects a 40% CAGR for AI accelerator revenue through 2029.

• Surging demand for advanced packaging solutions like CoWoS and SoIC has led to aggressive capacity expansion efforts.

• FY25 CapEx is forecasted at $38B-$42B, up from $29.8B in FY24, underscoring TSMC’s commitment to staying ahead in advanced technologies.

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I’m bullish on $Rocket Lab USA, Inc.(RKLB)$ as they emerge as the space logistics company of the future -- showcased by the rapid growth of their space systems business & the successful operation of their second Pioneer spacecraft for Varda -- providing power & communications for the 120kg capsule 🤩

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KSR
01-17
KSR
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Here are the standout takeaways from today’s earnings report 👇</p><p>• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3.</p><p> • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.</p><p>• Management expects a 40% CAGR for AI accelerator revenue through 2029.</p><p>• Surging demand for advanced packaging solutions like CoWoS and SoIC has led to aggressive capacity expansion efforts.</p><p>• FY25 CapEx is forecasted at $38B-$42B, up from $29.8B in FY24, underscoring TSMC’s commitment to staying ahead in advanced technologies.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/34af3b234f9271edae3f8423a0fe5f2b\" tg-width=\"680\" tg-height=\"400\"><span>Image</span></p><p>2.</p><p>I’m bullish on  <a data-mention-id=\"RKLB\" class=\"teditor-mention\" data-mention-name=\"Rocket Lab USA, Inc.\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>  as they emerge as the space logistics company of the future -- showcased by the rapid growth of their space systems business &amp; the successful operation of their second Pioneer spacecraft for Varda -- providing power &amp; communications for the 120kg capsule  🤩</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/1f827491ae2f8f3f42f7704259d241bb\" tg-width=\"1544\" tg-height=\"1030\"><span>Image</span></p><p></p><p><em>Follow me to learn more about analysis!!</em></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>  is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇</p><p>• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3.</p><p> • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.</p><p>• Management expects a 40% CAGR for AI accelerator revenue through 2029.</p><p>• Surging demand for advanced packaging solutions like CoWoS and SoIC has led to aggressive capacity expansion efforts.</p><p>• FY25 CapEx is forecasted at $38B-$42B, up from $29.8B in FY24, underscoring TSMC’s commitment to staying ahead in advanced technologies.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/34af3b234f9271edae3f8423a0fe5f2b\" tg-width=\"680\" tg-height=\"400\"><span>Image</span></p><p>2.</p><p>I’m bullish on  <a data-mention-id=\"RKLB\" class=\"teditor-mention\" data-mention-name=\"Rocket Lab USA, Inc.\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>  as they emerge as the space logistics company of the future -- showcased by the rapid growth of their space systems business &amp; the successful operation of their second Pioneer spacecraft for Varda -- providing power &amp; communications for the 120kg capsule  🤩</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/1f827491ae2f8f3f42f7704259d241bb\" tg-width=\"1544\" tg-height=\"1030\"><span>Image</span></p><p></p><p><em>Follow me to learn more about analysis!!</em></p></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇 • Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3. • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029. • Management expects a 40% CAGR for AI accelerator revenue through 2029. • Surging demand for advanced packaging solutions like CoWoS and SoIC has led to aggressive capacity expansion efforts. • FY25 CapEx is forecasted at $38B-$42B, up from $29.8B in FY24, underscoring TSMC’s commitment to staying ahead in advanced technologies. Image 2. 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