Chip Champs: TSMC’s Soaring Earnings Shake Semiconductor Scene

Vaclav Vincalek
Hiswai
Published in
3 min readApr 29, 2024

--

©Hiswai

TSMC, as a leading entity in the global semiconductor industry, is experiencing a surge in earnings and revenue, largely driven by the growing Artificial Intelligence (AI) and high-performance computing sectors.

This increase in demand is impacting shares of other semiconductor companies such as Intel, AMD, and Broadcom. Despite the current global chip shortage and delays in plant operational timelines, such as the one in Arizona, there is an overall positive trend in the semiconductor market.

In response to the industry’s growth, individuals like Sam Altman from OpenAI are raising funds to establish global networks of semiconductor fabrication plants, indicating the potential for new competition and partnerships within the market.

Existing major chip users like Nvidia and Microsoft are leveraging AI applications across varied fields such as automotive, healthcare, and agriculture.

Companies like TSMC help drive these advancements through their chip manufacturing capabilities and workforce initiatives like the Arizona apprenticeship program, facilitating the development of the semiconductor industry as a whole.

News Updates about TSMC:

Fabs abroad would not forsake tech lead: expert — Taipei Times

The article discusses TSMC’s (Taiwan Semiconductor Manufacturing Co.) robust position in semiconductor device fabrication despite globalization challenges. Colley Hwang emphasizes Taiwan’s strategic advantages and opportunities for international collaboration, underscoring the semiconductor industry’s importance in Taiwan and beyond.

Super Micro Computer plunges 23%, dragging Nvidia and other AI stocks down with it

The article discusses a sharp decline in artificial intelligence (AI) stocks, highlighting Super Micro Computer as the biggest loser with a 23% drop. The downturn also impacted other AI-related companies like Nvidia, Micron Technology, and Advanced Micro Devices. Despite the fall, the article notes that Super Micro Computer and Nvidia stocks have seen significant gains this year. The concept of TSMC and its relation to the AI boom is emphasized in an embedded video, indicating its strong performance due to AI and partnerships with companies like Nvidia and Apple. Key tags include leading AI and semiconductor players, and the S&P 500 Index.

Intel orders ASML system for well over $340 million in quest for chipmaking edge

Toby Sterling reports on Intel’s major investment in advanced ASML EUV lithography machines for semiconductor fabrication. TSMC and other chipmakers also utilize these costly tools, pivotal in competing for leadership in chip miniaturization and performance.

Related Topics:

©Hiswai

Are you tired of going through endless search results that don’t quite hit the mark? Say goodbye to generic search results and hello to Hiswai — Your Personalized Search Companion!

Hiswai uses the power of advanced AI and machine learning algorithms to deliver tailored search results based on your unique preferences and behavior patterns. Whether you’re an individual researcher or part of a collaborative team, Hiswai streamlines the research process, allowing you to uncover hidden insights and make informed decisions with ease.

Join the Hiswai revolution today and discover a smarter way to search. Let’s turn your browsing experience from ordinary to extraordinary!

For more information, visit Hiswai.com

--

--

Vaclav Vincalek
Hiswai

CTO Advisor. Creating Strategic options with Technology. Technology entrepreneur, CTO and technology advisor for startups and fast-growing companies.