$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3. • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.• Management expects a 40% CAGR for AI accelerator revenue through 2029.• Surging demand for advanced packaging solutions like CoWoS and SoIC has led t
Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?
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