Good news indeed for TSMC. AI

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Good news indeed for TSMC. AI revenue will rise in tandem with increasing demand for many associated industries that need to enhance its products and tools with AI technology. Even Data Ctr is moving towards AI technology.

The share price reached $208+ this morning. However it closed at $207+ after post trading. Hope that it will continue its bullish run on next week, and attract more investors to invest in the longer term. Cheers.

TSMC's 2025 AI Revenue Will Likely Rise Significantly

$TSMC$'s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade coul

TSMC's 2025 AI Revenue Will Likely Rise Significantly

# TSMC Earnings Beat! Will the Giant Save the Semi Trend?

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Will the Giant Save the Semi Trend?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6bb70c32683f4e41843849549a4404fc}&rnconfig={\"headerBarHidden\": true}","description":"TSMC posted a net profit of T$374.68 billion ($11.4 billion) for the quarter ended Dec. 31, a record high for any quarter.\nThat was in line with the T$377.95 billion LSEG SmartEstimate drawn from 22 analysts. SmartEstimates give greater weighting to forecasts from analysts who are more consistently accurate.\nSemiconductor shares gained in overnight trading with TSMC shares jumping 6%, Nvidia up 2%, ASML up 3%.\n-----------------\nWill TSM earnings' beat save the semiconductor stock prices?\nAnother all time high this week?\nWhat's your target price for TSM?","image":"https://community-static.tradeup.com/news/4743a5ae1938e8f34d9036ec76d9f1e6"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Good news indeed for TSMC. AI revenue will rise in tandem with increasing demand for many associated industries that need to enhance its products and tools with AI&nbsp;technology. Even Data Ctr is moving towards AI technology.&nbsp;</p>\n<p>The share price reached $208+ this morning. However it closed at $207+ after post trading. Hope that it will continue its bullish run on next week, and attract more investors to invest in the longer term. Cheers.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Good news indeed for TSMC. AI revenue will rise in tandem with increasing demand for many associated industries that need to enhance its products and tools with AI&nbsp;technology. Even Data Ctr is moving towards AI technology.&nbsp;</p>\n<p>The share price reached $208+ this morning. However it closed at $207+ after post trading. Hope that it will continue its bullish run on next week, and attract more investors to invest in the longer term. Cheers.&nbsp;</p></body></html>","text":"Good news indeed for TSMC. AI revenue will rise in tandem with increasing demand for many associated industries that need to enhance its products and tools with AI technology. Even Data Ctr is moving towards AI technology. The share price reached $208+ this morning. However it closed at $207+ after post trading. Hope that it will continue its bullish run on next week, and attract more investors to invest in the longer term. Cheers.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/388823371235424","repostId":2500967452,"repostType":2,"repost":{"id":"2500967452","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1735881085,"share":"https://ttm.financial/m/news/2500967452?lang=en_US&edition=fundamental","pubTime":"2025-01-03 13:11","market":"hk","language":"en","title":"TSMC's 2025 AI Revenue Will Likely Rise Significantly","url":"https://stock-news.laohu8.com/highlight/detail?id=2500967452","media":"Dow Jones","summary":"$TSMC$'s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade coul","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>&#39;s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. </p><p>Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC&#39;s business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's 2025 AI Revenue Will Likely Rise Significantly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's 2025 AI Revenue Will Likely Rise Significantly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-03 13:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>&#39;s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. </p><p>Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC&#39;s business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500967452","content_text":"TSMC's AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC's earnings growth into 2026, they say. Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. 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