TSMC sees orders hike as October revenue hits record levels

TAIPEI (TVBS News) — The Taiwan Semiconductor Manufacturing Company (TSMC) anticipates a significant increase in artificial intelligence (AI) orders in the upcoming year. This forecast follows a record-breaking October, where the company's consolidated revenue reached NT＄243.203 billion, a 34.8 percent monthly increase and a 15.7 percent annual rise.

This remarkable growth in revenue has positively influenced TSMC's stock price, which has seen a steady upward trajectory. Since the beginning of November, the stock has grown by 7.5 percent, reaching a high of NT＄572 on Tuesday, the highest in over three months.

Morgan Stanley semiconductor research analyst Charlie Chan credits the revenue boost to a recovery trend and is optimistic about TSMC's future stock performance, given the global demand for AI semiconductors.

In October, NVIDIA confirmed an expanded order with TSMC, prompting other major clients like Apple and Advanced Micro Devices (AMD) to increase their requests for AI chips. This surge in orders has spurred TSMC to fast-track the improvement of its advanced packaging technology, Chip on Wafer on Substrate (CoWoS).

CoWoS's core technology involves high-performance packaging of chiplets by mounting them on a silicon interposer and placing them on a package substrate. This method marks a significant advancement, as it enables TSMC to reduce costs and lower electricity consumption.

While TSMC's current CoWoS capacity is a limiting factor for NVIDIA's AI GPU chips, the company expects its productivity to rebound and meet customer demand by the end of 2024.

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