Recent #AI Demand news in the semiconductor industry

3 months ago
1. TSMC reported strong Q2 revenue growth of 40% year-over-year, driven by surging demand for AI-related chips; 2. The company highlighted AI as a key growth driver, with advanced technologies like 3nm and 5nm processes contributing significantly; 3. TSMC announced plans to expand production capacity globally, including new facilities in the US and Japan, to meet long-term semiconductor demand.
AI Demandearnings report
3 months ago
1. TSMC's Q2 revenue exceeded expectations, driven by strong demand for AI-related chips; 2. The company raised its 2024 AI chip revenue growth forecast to 50% but lowered the overall semiconductor market growth outlook to 10%; 3. Inventory adjustments and weaker demand in sectors like smartphones and traditional servers contributed to the revised industry projections.
AI DemandMarket Outlook
3 months ago
1. TSMC's Q2 earnings surpassed expectations with a 40% year-over-year revenue increase, driven by strong AI-related chip demand; 2. The company highlighted sustained growth in AI applications, including data centers and edge computing, as a key revenue driver; 3. TSMC reaffirmed plans to expand advanced semiconductor production capacity to meet rising global demand.
AI Demandearnings reportrevenue growth
4 months ago
1. Broadcom reported strong Q2 2025 results with 20% YoY revenue growth and rising AI-driven profits, reinforcing a Strong Buy rating; 2. Surging AI networking demand and data center investments are driving growth across Semiconductor Solutions and Infrastructure Software divisions; 3. A $10 billion share buyback program, supported by robust free cash flow, enhances shareholder value, while the post-earnings stock dip presents a buying opportunity due to undervaluation.
AI DemandEarnings Growth
5 months ago
1. TSMC's Q2 2023 revenue surged by 13.7% YoY, driven by AI-related chip demand and a rebound in the semiconductor market; 2. High-performance computing (HPC) and AI chips, particularly for data centers and generative AI applications, fueled growth, with clients like Nvidia and AMD contributing significantly; 3. The company anticipates sustained momentum in HPC and automotive sectors, offsetting weaker smartphone and IoT demand, while advancing 3nm and 2nm process technologies.
AI DemandTSMC
5 months ago
1. TSMC's Q1 net profit rose 9% year-on-year to $6.97 billion, exceeding market expectations; 2. Strong demand for AI-related chips, particularly from NVIDIA and Apple, drove revenue growth despite a 3.8% decline in overall smartphone chip sales; 3. The company maintained operations after a major Taiwan earthquake and forecasts Q2 revenue growth of up to 30%, banking on sustained AI boom and advanced chip production.
AI Demandrevenue growth