TSMC's Q4 Earnings Impact on Apple, Nvidia, and Global Chip Rebound
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.