TSMC reported fourth-quarter results this week, showing revenue of 6,255.NT $300 million (about 196.200 million dollars), higher than the expected 6183.NT $100 million, while net profit was 2,387.NT $100 million, also more than the expected 2252.NT $200 million。Although compared to the same period last year, revenue fell by 1.5%, net profit fell by 19.3%。The company said this was mainly due to strong upgrades to its industry-leading 3-nanometer technology, with Apple and Nvidia among its biggest customers.。

TSMC CEO C.C.Wei acknowledged that 2023 will be a "challenging year" for the global semiconductor industry, affected by macroeconomic conditions and inventory adjustment cycles.。He noted that the company is on track to capitalize on growth opportunities related to high-performance computing in 2023, and expects 2024 to be a healthy year of growth for TSMC, benefiting from strong upgrades in the three-nanometer technology, strong demand for the five-nanometer technology, and growing AI-related demand.。

TSMC expects revenue in the first quarter of this year to be between $18 billion and $18.8 billion, but also mentioned that macroeconomic headwinds could affect consumer sentiment and market demand.。Analysts said the company's strong growth in N3 and AI applications makes it a major beneficiary of AI semiconductors, while the expected surge in AI-based PC applications in 2024 will further solidify its dominance in providing cutting-edge 5nm and 3nm technologies.。