AI Index / Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Limited (TSM)
TSMC enables progress in AI by pioneering everything from process technologies and advanced packaging solutions like CoWoS to high performance computing to meet the surging demand for AI accelerators.
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We expect our business in the first quarter to be impacted by smartphone seasonality, partially offset by continued growth in AI-related demand.
- Wendell Huang
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Quotes from tsmc Executives About Artificial Intelligence and Generative AI
Revenue from AI accelerators, which we now define as AI GPU, AI ASICs and HBM controller for AI training and inference in the data center, accounted for close to mid-teens percent of our total revenue in 2024.
- C.C. Wei
...we forecast our revenue from AI accelerator to double in 2025, as a strong surge in AI-related demand continues.
- C.C. Wei
...the value of our technology platform is increasing as customers rely on TSMC to provide the most advanced process and packaging technologies at scale in the most efficient and cost-effective way.
- C.C. Wei
...we now forecast the revenue growth from AI accelerators to approach a mid-40% CAGR for the five-year period, starting off the already higher base of 2024.
- C.C. Wei