January 17th.TSMCDuring an earnings call held yesterday afternoon (Jan. 16), the company's chairman and chief executive officer, Chieh-Chia Wei, said thatArtificial Intelligence (AI) Demand continues to grow and will be a key driver of the company's revenues in the coming years.
1AI quoted the blog post, Wei Zhejia said, 2024 TSMC foundry 2.0 industry overall growth of 6%, lower than expected, but TSMC bucked the trend of growth of 30%, far exceeding the industry average, and AI gas pedal revenue share reached 15-17%, compared with the previous year's growth of three times.
In 2025, TSMC expects the semiconductor industry to grow by approximately 10%, with TSMC's own growth expected to be as high as 25%, thanks largely to inventory normalization, strong AI demand, and moderate growth in other areas.
TSMC's AI gas pedal revenue is expected to grow at a five-year CAGR of up to 451 TP3T, and the company's overall revenue is expected to grow at a five-year CAGR of 201 TP3T. TSMC will continue to expand its advanced process, specialty process, and advanced packaging processes to meet the growing demand for AI.