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VanEck Semiconductor ETF Newsroom
Taiwan Semiconductor's revenue will surge by 34% in 2024, focusing on the fourth-quarter earnings conference next week!
① Taiwan Semiconductor's consolidated revenue in December 2024 increased by 57.8% year-on-year, with total annual revenue increasing by 33.9% year-on-year. ② It is estimated that Taiwan Semiconductor's revenue in the fourth quarter is 868.42 billion New Taiwan dollars, exceeding market expectations; ③ Taiwan Semiconductor will hold a briefing on January 16, analysts believe there are four key areas worth paying attention to during the briefing.
Seizing the mid-range market from NVIDIA! AMD's flagship graphics card is rumored to officially debut at the end of this month.
① AMD's RDNA 4 GPU series is expected to debut this month, with the first products including Radeon RX9070 and RX 9070 XT GPUs; ② According to informants, the reference version of the AMD graphics card is priced at $479, while the customized version is priced at $549; ③ The new AMD graphics card will target the mid-range market, competing against NVIDIA's RTX 5070 and RTX 5070 Ti.
In the night market, it rose over 2%! Taiwan Semiconductor's Q4 sales increased by 39% year-on-year, exceeding expectations, boosting the outlook for the AI Industry.
In December, Taiwan Semiconductor's sales amounted to 278.16 billion New Taiwan dollars, a month-on-month increase of 0.8% and a year-on-year increase of 57.8%. From January to December 2024, Taiwan Semiconductor's operating revenue was 2,894.31 billion New Taiwan dollars, a 33.9% increase compared to the same period in 2023.
Express News | TSMC December revenue T$278.16 billion, a YoY increase of 57.8%. Its shares rally 2.4% in overnight trading.
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AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
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