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The Taiwan Semiconductor Manufacturing Company (TSMC) can increase its capital expenditure to $37 billion in 2025 according to a fresh report from investment bank UBS quoted in the Taiwanese press. UBS adds that TSMC's spending for 2024 could sit at the high end of its guidance, i.e. $32 billion, as the firm takes an aggressive approach to deploy 2-nanometer chip technologies ahead of schedule.
UBS believes that courtesy of AI, TSMC's earnings per share for 2024 to 2028 will sit at NT$40.14, NT$53.27, NT$60.75, NT$69.5, and NT$80.23, respectively. AI and high performance computing should also help TSMC with its gross margins, and the firm is also beefing up its capacity for packaging. The latest bit suggests that by the end of this year, TSMC's CoWoS packaging capacity will sit at 40,000 wafers per month by 2024 end and grow to 55,000 wafers per month by the end of next year.
wccftech.com
UBS believes that courtesy of AI, TSMC's earnings per share for 2024 to 2028 will sit at NT$40.14, NT$53.27, NT$60.75, NT$69.5, and NT$80.23, respectively. AI and high performance computing should also help TSMC with its gross margins, and the firm is also beefing up its capacity for packaging. The latest bit suggests that by the end of this year, TSMC's CoWoS packaging capacity will sit at 40,000 wafers per month by 2024 end and grow to 55,000 wafers per month by the end of next year.
TSMC Is Ahead Of Schedule With 2nm Production Equipment Installation - Report
The Taiwan Semiconductor Manufacturing Company (TSMC) can increase its capital expenditure to $37 billion in 2025 according to a fresh report from investment bank UBS quoted in the Taiwanese press. UBS adds that TSMC's spending for 2024 could sit at the high end of its guidance, i.e. $32...
wccftech.com