TSM: The Backbone of the New Digital Economy
$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇
• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3.
• AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.
• Management expects a 40% CAGR for AI accelerator revenue through 2029.
• Surging demand for advanced packaging solutions like CoWoS and SoIC has led to aggressive capacity expansion efforts.
• FY25 CapEx is forecasted at $38B-$42B, up from $29.8B in FY24, underscoring TSMC’s commitment to staying ahead in advanced technologies.
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I’m bullish on $Rocket Lab USA, Inc.(RKLB)$ as they emerge as the space logistics company of the future -- showcased by the rapid growth of their space systems business & the successful operation of their second Pioneer spacecraft for Varda -- providing power & communications for the 120kg capsule 🤩
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- KSR·01-17👍LikeReport