Ultima Markets【 Market Hotspot 】 TSMC's revenue exploded in October, with market value breaking through...

TSMC's revenue reached a historic high last month

stay11month10Japan, TSMC（TSM.US）Announcement10Monthly revenue reaches a historic high75.3Billion US dollars (New Taiwan dollars)2,432Billion yuan, compared to9Significant monthly growth34.8%Growth compared to the same period last year15.7%。

Despite weak global demand, especially for consumer electronics, some customers are still adjusting their inventory, but TSMC 2023 last year 10 Total cumulative income for months 556 Billion US dollars, compared to 2022 Slight decrease in the same period of the year 3.7%. Its US listingADRSoaring more than6%。

Last month, TSMC CEO Wei Zhejia expressed optimism about the chip market, stating that the company expects to COVID-19 After a long period of fatigue due to the epidemic, the market will quickly emerge from its low point. The booming development of the artificial intelligence industry has driven an increasing demand for chips used to train large-scale language models.

Overall, TSMC's revenue in the third quarter was mainly driven by its advanced technology,3nm、5nmand7nmThe total proportion of manufacturing processes to the total revenue of the company59%。 Looking ahead, TSMC plans to2025Annual mass production of more advanced2Nanotechnology is expected to consolidate the company's position as a leader in high-end technology development.

As for revenue estimation, TSMC expects2023The revenue in the fourth quarter of the year was between188100 million US dollars to196Between billions of dollars, the expected median is192Billion US dollars (in USD)1USD exchange32The exchange rate calculation for New Taiwan Dollars is approximately New Taiwan Dollars6144RMB100mn This means that the quarterly growth rate is about 11%。

Despite foreseeing11Month and12Monthly revenue may be higher than10Monthly decline, but TSMC expects the average revenue for the remaining two months to be58.4One billion US dollars will achieve its financial forecast goals.

                              

(TSMC's merged revenue in October)

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