Simon Kuo • 1st Tech Transfer Director at PSMCTech
TSMC IR - 2024 Annaul Report: https://lnkd.in/da8_anjt
(courtesy of ChatGPT in seconds)
“Here’s a slide-ready version of the 10 key takeaways from TSMC’s 2024 Annual Report:
TSMC 2024 Annual Report – Key Takeaways
1. Record Financial Performance
• Revenue: NT$2.89 trillion (+33.9% YoY)
• Net Income: NT$1.17 trillion (+39.9% YoY)
• EPS: NT$45.25
2. Advanced Technology Leadership
• 69% of wafer revenue from 7nm and below
• Growth driven by AI and HPC applications
3. Global Manufacturing Expansion
• Arizona: N4 fab in volume production
• Japan: Kumamoto fab ramped
• Germany: Dresden fab construction began
4. Next-Gen Node Progress
• 3nm: 18% of 2024 wafer revenue
• 2nm (N2): Volume production in 2H 2025
• A16 (backside power delivery): Launch in 2H 2026
5. Market Leadership in Foundry 2.0
• TSMC holds 34% market share (up from 28%)
• Includes wafer fab, packaging, testing, and mask-making
6. AI Demand as Growth Engine
• Serves Generative AI, Enterprise AI, and edge AI
• Investments in advanced packaging & interconnects
7. Strong Sustainability Push
• Net Zero by 2050
• NT$5.5B green supplier investments
• Taiwan’s 1st zero-waste carbon capture fab
8. Heavy R&D Investment
• US$6.36 billion in R&D in 2024
• Focus on CoWoS®, InFO, SoIC®, silicon photonics
9. Growing Shareholder Returns
• Dividend per share: NT$14 (up from NT$11.25)
• Continued commitment to long-term value
10. Platform-Centric Strategy
• Tailored tech platforms for:
• HPC, Smartphones, IoT, Automotive, DCE
• Combines process, IP, and packaging innovation
TSMC IR - 2024 Annaul Report: https://lnkd.in/da8_anjt
(courtesy of ChatGPT in seconds)
“Here’s a slide-ready version of the 10 key takeaways from TSMC’s 2024 Annual Report:
TSMC 2024 Annual Report – Key Takeaways
1. Record Financial Performance
• Revenue: NT$2.89 trillion (+33.9% YoY)
• Net Income: NT$1.17 trillion (+39.9% YoY)
• EPS: NT$45.25
2. Advanced Technology Leadership
• 69% of wafer revenue from 7nm and below
• Growth driven by AI and HPC applications
3. Global Manufacturing Expansion
• Arizona: N4 fab in volume production
• Japan: Kumamoto fab ramped
• Germany: Dresden fab construction began
4. Next-Gen Node Progress
• 3nm: 18% of 2024 wafer revenue
• 2nm (N2): Volume production in 2H 2025
• A16 (backside power delivery): Launch in 2H 2026
5. Market Leadership in Foundry 2.0
• TSMC holds 34% market share (up from 28%)
• Includes wafer fab, packaging, testing, and mask-making
6. AI Demand as Growth Engine
• Serves Generative AI, Enterprise AI, and edge AI
• Investments in advanced packaging & interconnects
7. Strong Sustainability Push
• Net Zero by 2050
• NT$5.5B green supplier investments
• Taiwan’s 1st zero-waste carbon capture fab
8. Heavy R&D Investment
• US$6.36 billion in R&D in 2024
• Focus on CoWoS®, InFO, SoIC®, silicon photonics
9. Growing Shareholder Returns
• Dividend per share: NT$14 (up from NT$11.25)
• Continued commitment to long-term value
10. Platform-Centric Strategy
• Tailored tech platforms for:
• HPC, Smartphones, IoT, Automotive, DCE
• Combines process, IP, and packaging innovation
