"The Advanced Encapsulation Capacity Of TSMC Is Booked To Whida, Ultra-Micro All The Way To Next Year" - Money.udn
Portfolio Pulse from Benzinga Newsdesk
TSMC's advanced encapsulation capacity is fully booked by NVIDIA and AMD until next year, driven by high demand in the AI and High-Performance Computing (HPC) markets. TSMC anticipates server AI processor revenue to more than double this year, contributing to a significant portion of its total revenue. The company expects a 50% annual growth rate for server AI processors, projecting they will account for over 20% of TSMC's revenue by 2028.
May 06, 2024 | 3:57 pm
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AMD's commitment to TSMC's advanced encapsulation capacity until next year demonstrates its strong focus on the AI and HPC markets.
AMD's booking of TSMC's advanced packaging services until next year indicates a strategic emphasis on expanding its presence in the AI and HPC sectors. This move is expected to bolster AMD's competitive edge and contribute positively to its stock performance in the short term.
CONFIDENCE 85
IMPORTANCE 85
RELEVANCE 80
POSITIVE IMPACT
NVIDIA's booking of TSMC's advanced encapsulation capacity until next year highlights its aggressive push in the AI and HPC markets.
NVIDIA's engagement with TSMC for advanced encapsulation services reflects its strategic focus on AI and HPC markets. This partnership is likely to support NVIDIA's product development and market positioning in these high-growth areas, potentially boosting its stock in the short term.
CONFIDENCE 85
IMPORTANCE 85
RELEVANCE 80
POSITIVE IMPACT
TSMC expects significant revenue growth from server AI processors, with a more than double increase this year and a projection of over 20% of its revenue by 2028.
The full booking of TSMC's advanced encapsulation capacity by NVIDIA and AMD indicates strong demand and growth in the AI and HPC sectors. This demand directly contributes to TSMC's revenue growth, particularly from server AI processors, which are expected to significantly increase TSMC's revenue share.
CONFIDENCE 90
IMPORTANCE 95
RELEVANCE 100