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Taiwan Semiconductor Manufacturing Company (TSMC) is preparing for its fourth quarter investors' conference scheduled for January 16, 2025. Analysts anticipate that TSMC will report a full-year earnings per share (EPS) of NT$43.3, driven by robust shipments of its 3nm and 5nm chips. Additionally, the company's net profit for the fourth quarter is expected to surpass NT$12.55 billion recorded in the previous quarter, with projected revenue reaching NT$852.3 billion, aligning with consensus estimates. TSMC has also completed risk production of its 2nm process, producing 5,000 wafers, and maintains that there are no delays in the 2nm N2 process, which is expected to enter high-volume manufacturing in the second half of 2025. This timeline was confirmed by TSMC in 2023, despite ongoing speculation about potential delays and rumors regarding partnerships with major clients like Apple, Nvidia, and Qualcomm.
TSMC will host its 4th quarter investors’ conference on Jan. 16 and analysts expect: -2024 full year earnings per share (EPS) NT$43.3 on strong 3nm/5nm shipments -Q4 net profit to soundly beat Q3’s NT$12.55 -Q4 revenue NT$852.3 billion (consensus estimate) -Q4 gross margin seen…
Eh, regardless of specific nuances the point here is the market expected N2 to come out in 2025 and seeing their expectations pushed back to 2026 significantly changes beliefs about 2 year cadences and whether TSMC had superpowers to rescue that pace for the innovation cycle. https://t.co/hTZX8KsJID
From SemiAnalysis on LinkedIn: "There's a lot of bullshit rumors about TSMC being spread regarding 2nm, Apple, Nvidia, and Qualcomm TSMC 2nm N2 has no delays. It was always H2 2025 for high volume manufacturing, as stated by TSMC publicly in 2023 TSMC switched to >2 year…
