TSMC August sales continue to reflect AI effect
The world’s leading foundry TSMC continued to benefit from strong demand for its leading-edge wafer processing in August.
TSMC counts leading-edge as 7nm, 5nm, 3nm and beyond, which accounted for 67 percent of TSMC’s revenue in 2Q24. And it is the most advancd of these nodes that are being reserved for big spenders such as Apple and Nvidia.
OpenAI joins Apple as a lead customer for TSMC’s A16 process, says report
In August net revenue was NT$250.87 (about US$7.80 billion), down 2.4 percent sequentially but up 33.0 percent compared with the same month a year before. TSMC’s sales for the first eight months of 2024 are NT$1,774 billion (about US$55.16 billion), up 30.8 percent compared with the same period in 2023.
In contrast, Taiwanese foundry UMC’s most advanced manufacturing is a self-developed 14nm FinFET process with the company providing a broad variety of mature processes covering all forms of digital, analog, RF and power circuits.
In August UMC’s sales were NT$20.65 billion (about US$642 million), a sequential drop of 1.2 percent but an annual increase of 8.9 percent. For the year-to-date UMC’s revenue is NT$152.97billion (about US$4.76 billion), up 3.0 percent compared with the first eight months of 2023.
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