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HSINCHU, Taiwan, R.O.C. – Jan. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for December 2024: On a consolidated basis, revenue for December 2024 was approximately NT$278.16 billion, an increase of 0.8 percent from November 2024 and an increase of 57.8 percent from December 2023. Revenue for January through December 2024 totaled NT$2,894.31 billion, an increase of 33.9 percent compared to the same period in 2023.
TSMC Spokesperson
Wendell Huang
Senior Vice President & Chief Financial Officer
Tel:886-3-5055901
Because the exchange rate is constantly changing throughout the year, only TSMC knows the actual 2024 revenue in the US dollar term. We will know the number from the upcoming earnings conference call. But if we use today's exchange rate to measure TSMC's 2024 revenue, it's about US$87.52 billion. TSMC's 2023 revenue was US$69.3 billion.
Wow, great year for TSMC! For 2025 my guess would be another big year. TSMC N3 is in HVM and the design wins keep coming. In fact, N3 is unopposed and is the best node in production.
I know there has been a lot of media speculation about 2nm but from what I can see in the trenches TSMC N2 is the clear winner. There will always be demand for the NOT TSMC business but today (at N3) that is a very small market. Intel Foundry should kick in gear this year with 18A design wins and if all goes well Intel 14A should get some big foundry customers. Samsung 2nm is still a work in progress and I have very little faith in Rapidus 2nm being competitive in a timely manner.
Wow, great year for TSMC! For 2025 my guess would be another big year. TSMC N3 is in HVM and the design wins keep coming. In fact, N3 is unopposed and is the best node in production.
I know there has been a lot of media speculation about 2nm but from what I can see in the trenches TSMC N2 is the clear winner. There will always be demand for the NOT TSMC business but today (at N3) that is a very small market. Intel Foundry should kick in gear this year with 18A design wins and if all goes well Intel 14A should get some big foundry customers. Samsung 2nm is still a work in progress and I have very little faith in Rapidus 2nm being competitive in a timely manner.
The only big company I know that has not signed an N2 wafer agreement thus far is Intel, which makes sense. Some of these companies will also use Intel 18A but the bulk of the business will be N2.
Hopefully the AI craze will last a few more years. Smartphones were the catalyst for leading edge wafers but now it is AI. In fact, AI is now on my new iPhone, whatever that means
Because the exchange rate is constantly changing throughout the year, only TSMC knows the actual 2024 revenue in the US dollar term. We will know the number from the upcoming earnings conference call. But if we use today's exchange rate to measure TSMC's 2024 revenue, it's about US$87.52 billion. TSMC's 2023 revenue was US$69.3 billion.
The only big company I know that has not signed an N2 wafer agreement thus far is Intel, which makes sense. Some of these companies will also use Intel 18A but the bulk of the business will be N2.
Hopefully the AI craze will last a few more years. Smartphones were the catalyst for leading edge wafers but now it is AI. In fact, AI is now on my new iPhone, whatever that means
I suspect Intel is going to sign an N2 agreement with TSMC sooner or later, or already has one in place. There are issues and needs that exceed what Intel 18A can cover. Intel gets the majority of its revenue and profits from its diversified products. They can't afford to bet everything on 18A.
The only big company I know that has not signed an N2 wafer agreement thus far is Intel, which makes sense. Some of these companies will also use Intel 18A but the bulk of the business will be N2.
Hopefully the AI craze will last a few more years. Smartphones were the catalyst for leading edge wafers but now it is AI. In fact, AI is now on my new iPhone, whatever that means
AI is now on my computer . it runs 12th gen Intel 7 processor.
On Intel 18A foundry work. I do not believe any external customer product tapeouts have been done (according to Intel). How many have been done on N2 at TSMC
How many external customer product Tapeouts is Intel expecting on 18A in 2025? Rumor is less than Five.
