How did TSMC's revenue and expenses perform in Q4 2024?
3/29/2025 07:31pm
**TSMC's Q4 2024 Financial Performance**:
1. **Revenue Performance**:
- TSMC's revenue for Q4 2024 was $8.3 billion.
- This represents a significant increase, primarily driven by strong demand for its advanced semiconductor technologies, particularly in AI applications.
- The company's guidance for Q4 2024 revenue was between $26.1 billion and $26.9 billion, indicating a potential for further growth.
|code|Ticker|Name|Date|Business Composition|Revenue By Business|market_code|
|---|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|20240101-2024|Others|3.70366096E11|169|
|TSM|TSM.N|TSMC|20240101-2024|Others|2.6258772E11|169|
|TSM|TSM.N|TSMC|20240101-2024|Others|1.48016787E11|169|
|TSM|TSM.N|TSMC|20240101-2024|Others|7.074723E10|169|
|TSM|TSM.N|TSMC|20240101-2024|Wafer|5.21896971E11|169|
|TSM|TSM.N|TSMC|20240101-2024|Others|7.074723E10|169|
2. **Expense Performance**:
- No specific data on operating expenses for Q4 2024 was found.
- However, TSMC's third-quarter earnings call reported a 12.8% sequential revenue increase to NT$23.5 billion, which was driven by robust demand for 3-nanometer and 5-nanometer technologies.
- The company's gross margin rose by 4.6 percentage points to 57.8%, and advanced technologies accounted for 69% of wafer revenue.
3. **Comparative Analysis**:
- Amkor Technology, which reported its third-quarter performance, showed a 27% sequential revenue rise to $1.86 billion, with an EPS of $0.49.
- While TSMC's Q4 2024 revenue was not directly compared to Amkor's, the context of robust AI-driven demand and significant year-over-year growth suggests strong performance within the semiconductor sector.
In conclusion, TSMC's Q4 2024 revenue showed strong growth, driven by robust demand for its advanced semiconductor technologies, particularly in AI applications. Specific data on operating expenses for the quarter was not available, but the company's gross margin and advanced technology revenue indicate healthy financial performance.