According to Digitimes, global semiconductor giant TSMC is expected to generate over NT $1 trillion (approximately USD 31 billion, RMB 223.7 billion) in revenue over the next three quarters with its advanced 3nm and 5nm processes. This astonishing revenue forecast not only reflects the surge in demand for high-performance chips, but also highlights the profound impact of the artificial intelligence (AI) boom on the semiconductor industry.

With the rapid development of artificial intelligence technology, especially in the fields of deep learning and machine learning, the global demand for high-performance computing is rapidly increasing. TSMC, as the world's largest independent semiconductor manufacturer, is a beneficiary of this technological wave. Due to its technological accumulation in advanced process technology, TSMC's 3nm and 5nm processes have become star products in the market, attracting numerous technology giants including Apple and Nvidia to become its customers.

In the upcoming quarter, TSMC expects to generate NT $754 billion (approximately US $23 billion) in revenue from its mainstream 3nm and 5nm products. Among them, Apple is preparing to release the next generation iPhone 16 series, which may adopt TSMC's 3nm nodes, posing unprecedented challenges to TSMC's order volume and production capacity.

As another major customer, Nvidia is also actively expanding its cooperation with TSMC. The company recently launched its latest Blackwell architecture and relies on TSMC to meet its demand for high-performance semiconductors. In recent years, with the penetration of AI technology in various industries, the demand for Nvidia's AI chips has surged, further driving TSMC's revenue growth.

Especially in fields such as data centers, autonomous driving, and smart devices, the application scenarios of AI chips are becoming increasingly diverse, driving the demand for smaller, faster, and more efficient chips. TSMC, with its leading technology and production capabilities, has become a key partner in meeting these demands.

With the continuous increase in global demand for chips, TSMC's future outlook appears particularly optimistic. According to market research institutions' analysis, it is expected that TSMC's revenue will continue to grow in the coming years, especially driven by emerging fields such as AI and 5G. Analysts point out that although industry competition is becoming increasingly fierce, TSMC can still maintain its leading position in the market with its technological leadership and strong customer base.

At the same time, TSMC is continuously increasing its research and development investment to maintain its leading process technology. The company is actively developing more advanced 2nm processes, hoping to continue leading the industry in technology and meet future market demands. For TSMC, this is not only a challenge, but also a huge opportunity.

Summary

TSMC, with its strong performance in 3nm and 5nm processes, has reached an unprecedented revenue peak driven by the AI boom. With the support of major customers such as Apple and Nvidia, TSMC's market prospects will become even broader. Despite facing the challenges of intensified industry competition, TSMC will undoubtedly continue to lead the trend in this semiconductor competition with its technological advantages and stable customer base. In the future, as the global demand for high-performance chips continues to increase, TSMC will continue to play a key role in driving progress and development in the technology industry.

Fushite Technology focuses on the field of power devices, providing customers with power devices such as IGBT and IPM modules, as well as MCU and touch chips. It is an electronic component supplier and solution provider with core technology.