Semiwiki on LinkedIn Semiwiki on Facebook Semiwiki on Twitter Register / Log in 
Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/threads/tsmc-may-2024-revenue-report.20383/
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2021770
            [XFI] => 1050270
        )

    [wordpress] => /var/www/html
)

TSMC May 2024 Revenue Report

fansink

fansink

Well-known member

TSMC May 2024 Revenue Report​


Issued by: TSMC
Issued on:
2024/06/07

TSMC May 2024 Revenue Report

HSINCHU, Taiwan, R.O.C. – Jun. 7, 2024 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2024: On a consolidated basis, revenue for May 2024 was approximately NT$229.62 billion, a decrease of 2.7 percent from April 2024 and an increase of 30.1 percent from May 2023. Revenue for January through May 2024 totaled NT$1,058.29 billion, an increase of 27.0 percent compared to the same period in 2023.


TSMC May 2024 Revenue Report

​

TSMC Spokesperson​

Wendell Huang
Senior Vice President & Chief Financial Officer
Tel:886-3-5055901

TSMC Deputy Spokesperson​

Nina Kao
Public Relations Division
Tel:886-3-5636688 Ext.7125036
 
Daniel Nenni said:
TSMC did say 20-30% revenue growth this year and N3 is just now ramping up beyond Apple. 2025 will be a very big year, absolutely!
Click to expand...
I saw so many outlets run with the headline “TSMC set to grow at 10%” when management clearly said they forecasted the semi industry overall to grow at 10% and TSMC will exceed that 🙄. Lazy lazy lazy
 
  • Like
Reactions: VCT
Mooredaddy said:
I saw so many outlets run with the headline “TSMC set to grow at 10%” when management clearly said they forecasted the semi industry overall to grow at 10% and TSMC will exceed that 🙄. Lazy lazy lazy
Click to expand...

Considering the ASPs of AI chips are going through the roof a 10% industry growth (minus memory) seems conservative. Especially when TSMC is 2-3x of that.
 
Btw Lunar lake Arrow lake is entirely on N3B /N6 excluding packing so tsmc is benefiting from Intel volume AMD may slightly better product but don't have Intel volume and Intel software support
 
Daniel Nenni said:
Yes, I said 10-20% at the beginning of the year for TSMC and single digits for the semiconductor industry.
Click to expand...

Using your mid-range of 15%, that would put May as the highest YTD month (27.03%), with the following months regressively dropping to 15%.

Further, where the monthly YOY’s to date have averaged 28.6%, the rest of the years monthly YOY’s will average 7.6%.

Sounds like darker skies ahead.
 
fatfat said:
The number is in TWD, and tsmc income is mostly in USD. If they don't hedge the exchange rate, the exchange rate along contributes 5% of increase in TWD from YTD.
Click to expand...

IMHO, since TSMC reports in TWD, and given TSMC is headquartered in Taiwan, for true financial analysis, the TWD should be used.

Otherwise, of the hundreds of currencies, each will have dissimilar financial results, rendering them nearly meaningless.

There can only be one result for TSMC, especially for historical comparative analysis.
 
Last edited:
TSMC said 20%-25% revenue growth in 2024 during June 4th shareholder's meeting.
I guess it will be around 26%-27%.
 
Last edited:
I heard 20-30% which, from what I have heard at the latest conferences, is conservative. Could be over 30% if N3 ramp continues with strong orders from Intel and Apple.

finance.yahoo.com

TSMC’s May Sales Rise 30% as Countries Race to Secure AI Chips

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s May sales rose 30% to NT$229.6 billion ($7.1 billion), helped by booming demand for artificial intelligence and a recovery in some consumer electronics.Most Read from BloombergRussia Is Sending Young Africans to Die in Its War Against...
finance.yahoo.com finance.yahoo.com

 
You must log in or register to reply here.
Back
Top