Technologie: Chipfertiger TSMC mit Rekordgewinne dank KI-Nachfrage
21 Milliarden Euro Gewinn in drei Monaten: TSMC verdient prächtig am KI-Boom. Für das Schlussquartal erwartet der Konzern aus Taiwan noch höhere Umsätze.
TSMC, the world's largest semiconductor contract manufacturer, reported record profits in Q3 driven by demand for artificial intelligence chips. The company's earnings exceeded experts' expectations, reaching $763 billion Taiwan dollars, or roughly €21 billion, year-on-year, with a 51% increase in revenue to $1.49 trillion Taiwan dollars.
TSMC is anticipating continued growth as it manufactures chips for industry giants such as Nvidia, AMD, and Apple. They remain optimistic about their outlook, projecting a gross margin of 65-67% for the current fourth quarter, which aligns with market expectations. In Q3, 66.4% of revenue remained as gross profit after excluding administrative and marketing costs.
Despite a revenue target of $52.3-54.3 billion US dollars, TSMC is aiming slightly higher, with earnings of $52.3-54.3 billion US dollars (up to €48.6 billion). The company's success can be attributed to the surge in orders for AI data centers, primarily in the United States. TSMC is expanding its capacity and plans to invest up to $64 billion US dollars in new facilities this year. Currently, the company is simultaneously constructing or upgrading 20 factories.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
