Part 8/10:
The AI chip market is expected to grow nearly 9 times over the next eight years, at a compounded annual rate of 31%. As AI models grow larger and more complex—training demands increasing exponentially—advanced manufacturing capabilities become even more vital. TSMC’s leadership in process nodes and packaging technologies positions it to benefit disproportionately from this expansion.
Robust Financial Outlook
Revenue Growth: Their latest quarter’s revenue of $33 billion saw a 41% annual increase.
Margins: Operating margins are consistently expanding, now over 50%.
Booked Capacity: Their advanced nodes capacity is fully booked through 2027, providing steady and predictable revenue.