Taiwan Semi November Revenue Ups 34% Strengthened by AI and Smartphone Demand

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a topline growth of 34% year-on-year to $8.55 billion in November 2024.

Revenue for January through November 2024 grew by 31.8% year over year to $81.05 billion, testimony to the continued artificial intelligence frenzy.

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Taiwan Semiconductor’s performance reflects the chipmaker’s production capacity utilization and wafer shipment boost.

Meanwhile, Samsung Electronics (OTC:SSNLF) bore the brunt of competition from Chinese rivals for advanced technology, with its market share falling to 9.3% in the quarter, down from 11.5% Q/Q.

Taiwan Semiconductor stock is up over 96% year-to-date. The chipmaker is extending its footprint beyond Taiwan to help countries develop their semiconductor moat instead of depending solely on China.

The chipmaker has manufactured Nvidia’s Blackwell chips in its Taiwan facilities, where its chip-on-wafer-on-substrate (CoWoS) capacity exists.

Taiwan Semiconductor has maintained its key advanced technology production facilities in Taiwan, which renders it vulnerable to geopolitical risks.

Investors can gain exposure to Taiwan Semiconductor through iShares Semiconductor ETF (NASDAQ:SOXX) and First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:TDIV).

Price Action: TSM stock closed lower by 0.36% at $198.45 premarket at the last check on Tuesday.

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