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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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08.05.26 - 11:06
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TSMC revenue rise highlights Asia′s grip on AI chip supply (Digitimes)
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TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker as investors focus on AI-related demand and capacity constraints across the semiconductor supply chain....
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04.05.26 - 04:06
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United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand (Digitimes)
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United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases of 46.5% year-on-year and 76.15% year-on-year, respectively, the firm announced. The engineering and cleanroom contractor said it holds nearly NT$150 billion in orders and aims to reach NT$100 billion in annual revenue in 2026, while comfortably exceeding NT$10 billion in after-tax net profit, positioning itself as a leading profitable player in factory engineering services....
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16.04.26 - 20:57
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies (ZeroHedge)
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies
Taiwanese chip giant, Taiwan Semiconductor Manfuacturing Co, said Thursday its net profit surged to a fresh record in the first quarter, fueled by the global artificial intelligence race despite the war in the Middle East. Massive demand for AI hardware means business is booming for TSMC -- the biggest contract maker of microchips used in everything from Apple phones to Nvidia processors.
TSMC's net profit for the first three months of the year jumped 58.3% YoY to NT$572.5 billion ($18 billion), beating analyst estimates of NT$540.20 billion as governments and tech giants continue to pour huge sums into building data centers that can train and run AI tools such as chatbots, image generators and agents that can execute tasks. A weaker Taiwanese dollar had also boosted the firm's revenues from overseas sales: the company said net revenue rose 35.1% YoY to a record NT$1.13 trillion. Gross margin was 66.2% in the fir...
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