TSMC's Q4 Earnings Impact on Apple, Nvidia, and Global Chip Rebound
TL;DR Summary
TSMC's Q4'2023 earnings reveal that its 3nm process technology, N3, accounted for 15% of its revenue, while N5 overtook N7 for the year. Advanced technologies (N7, N5, N3) made up 67% of TSMC's revenue, with SoCs for smartphones and high-performance computing contributing equally. TSMC's Q4 revenue totaled $19.62 billion, with a 1.5% year-over-year decrease, and it expects Q1 2024 revenue to be between $18.0 billion and $18.8 billion.
- TSMC Posts Q4'23 Earnings: 3nm Revenue Share Jumps to 15%, 5nm Overtakes 7nm For 2023 AnandTech
- What TSMC's earnings mean for Apple, Nvidia, Broadcom, Linde, DuPont CNBC
- Why we like Taiwan Semiconductor long term -CIO Yahoo Finance
- TSMC Is a Bellwether for a Global Chip Rebound Bloomberg
- Global Chip Rebound: TSMC thanks you for your love of chat bots Moneycontrol
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