Taiwan Semiconductor Manufacturing Co's (NYSE:TSM) topline growth was 33% in August 2024. The contract chipmaker's sales reached NT$250.9 billion ($7.8 billion) in August 2024, implying a 2.4% sequential decline.
The year-on-year growth signaled optimism over smartphone market recovery and continued demand for Nvidia Corp's (NASDAQ:NVDA) AI chips, Bloomberg reports.
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Wall Street is betting on a bounce-back in demand for mobile devices backed by Apple's adoption of Wi-Fi 7 on the iPhone 16 and 16 Pro.
According to the Bloomberg report, analysts expect Taiwan Semiconductor's revenue to grow 37% for the third quarter. Recently, Taiwan Semiconductor and Samsung Electronics (OTC:SSNLF) officials expressed optimism for the AI industry.
Taiwan Semiconductor now earns more than 50% of its revenue from high-performance computing, a business segment driven by AI demand. The Nvidia supplier is also the leading manufacturer of the Apple Inc (NASDAQ:AAPL) iPhone's central processor.
Production yield at the Arizona facility is reportedly at par with that at its Taiwan facilities, signaling further optimism for the industry.
Taiwan Semiconductor stock has increased 82% in the last 12 months. Investors can gain exposure to the stock through the SPDR S&P Emerging Asia Pacific ETF (NYSE:GMF) and the ProShares Nanotechnology ETF (NYSE:TINY).
Price Action: TSM stock traded lower by 0.80% to $161.52 premarket at the last check on Tuesday.
2024年8月，台积电（纽约证券交易所代码：TSM）的收入增长了33％。该合同芯片制造商的销售额在2024年8月达到2509亿新台币（合78亿美元），这意味着连续下降2.4％。
彭博社报道，同比增长表明人们对智能手机市场复苏持乐观态度，以及对英伟达公司（纳斯达克股票代码：NVDA）人工智能芯片的持续需求。
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华尔街押注苹果在iPhone 16和16 Pro上采用Wi-Fi 7的支持下，对移动设备的需求将反弹。
根据彭博社的报道，分析师预计台积电第三季度的收入将增长37％。最近，台积电和三星电子（场外交易代码：SSNLF）官员对人工智能行业表示乐观。
台湾半导体现在其收入的50％以上来自高性能计算，该业务领域由人工智能需求驱动。这家英伟达供应商也是苹果公司（纳斯达克股票代码：AAPL）iPhone中央处理器的领先制造商。
据报道，亚利桑那州工厂的产量与其台湾工厂的产量持平，这表明该行业进一步乐观。
在过去的12个月中，台积电的股票上涨了82％。投资者可以通过SPDR标普新兴亚太区ETF（纽约证券交易所代码：GMF）和ProShares纳米技术ETF（纽约证券交易所代码：TINY）获得股票敞口。
价格走势：在周二的最后一次支票中，tSM股票盘前下跌0.80％，至161.52美元。
