{"id":27212,"date":"2025-01-17T11:11:11","date_gmt":"2025-01-17T03:11:11","guid":{"rendered":"https:\/\/www.1ai.net\/?p=27212"},"modified":"2025-01-17T11:11:11","modified_gmt":"2025-01-17T03:11:11","slug":"%e9%ad%8f%e5%93%b2%e5%ae%b6%ef%bc%9aai-%e6%88%90%e5%8f%b0%e7%a7%af%e7%94%b5%e6%9c%80%e5%a4%a7%e8%81%9a%e5%ae%9d%e7%9b%86%ef%bc%8c%e9%a9%b1%e5%8a%a8%e6%9c%aa%e6%9d%a5%e4%ba%94","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/27212.html","title":{"rendered":"Wei Zhejia: AI becomes TSMC's biggest \"pot of gold\", driving revenue CAGR of more than 20% in the next five years"},"content":{"rendered":"<p>January 17th.<a href=\"https:\/\/www.1ai.net\/en\/tag\/%e5%8f%b0%e7%a7%af%e7%94%b5\" title=\"[Sees articles with labels]\" target=\"_blank\" >TSMC<\/a>During an earnings call held yesterday afternoon (Jan. 16), the company's chairman and chief executive officer, Chieh-Chia Wei, said that<strong>Artificial Intelligence (<a href=\"https:\/\/www.1ai.net\/en\/tag\/ai\" title=\"[View articles tagged with [AI]]\" target=\"_blank\" >AI<\/a>) Demand continues to grow and will be a key driver of the company's revenues in the coming years.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27213\" title=\"97e48aa8j00sq7q5s00fnd000u000u0p\" src=\"https:\/\/www.1ai.net\/wp-content\/uploads\/2025\/01\/97e48aa8j00sq7q5s00fnd000u000u0p.jpg\" alt=\"97e48aa8j00sq7q5s00fnd000u000u0p\" width=\"1080\" height=\"1080\" \/><\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>","protected":false},"excerpt":{"rendered":"<p>January 17, TSMC held an earnings call yesterday afternoon (January 16), where the company's chairman and chief executive officer Wei Zhejia said that artificial intelligence (AI) demand continues to grow and will be a major driver of the company's revenue in the coming years. Citing a blog post, 1AI said Wei Zhejia said that the overall growth of the TSMC Foundry 2.0 industry in 2024 was 6%, which was lower than expected, but TSMC bucked the trend with a growth of 30%, which far exceeded the industry average, and that the revenue share of AI gas pedals reached 15-17%, which is a three-fold increase compared to the previous year. Wei Zhejia outlook for 2025, mainly thanks to the inventory back to normal, strong demand for AI and other areas of moderate growth, the semiconductor industry is expected to grow about 10%, and TSMC<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[411,2259],"collection":[],"class_list":["post-27212","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-2259"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/27212","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=27212"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/27212\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=27212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=27212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=27212"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=27212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}