TSMC's Q4 2024 earnings call highlights: 1. Revenue increased 14.3% QoQ, driven by strong demand for 3nm and 5nm technologies. 2. Gross margin rose to 59%, up 1.2 percentage points QoQ. 3. EPS reached 14.45 NTD with ROE at 36.2%. 4. 3nm technology contributed 26% of wafer revenue in Q4. 5. HPC segment grew 19% QoQ, accounting for 53% of Q4 revenue. 6. Full-year 2024 revenue increased 30% YoY to $90 billion USD. 7. Q1 2025 guidance: Revenue expected between $25-25.8 billion, gross margin 57-59%.
Earnings Call2025-01-16
TSMC's Q4 2024 earnings call highlights:
1. Revenue increased 14.3% QoQ, driven by strong demand for 3nm and 5nm technologies.
2. Gross margin rose to 59%, up 1.2 percentage points QoQ.
3. EPS reached 14.45 NTD with ROE at 36.2%.
4. 3nm technology contributed 26% of wafer revenue in Q4.
5. HPC segment grew 19% QoQ, accounting for 53% of Q4 revenue.
6. Full-year 2024 revenue increased 30% YoY to $90 billion USD.
7. Q1 2025 guidance: Revenue expected between $25-25.8 billion, gross margin 57-59%.免责声明:本文观点仅代表作者个人观点,不构成本平台的投资建议,本平台不对文章信息准确性、完整性和及时性做出任何保证,亦不对因使用或信赖文章信息引发的任何损失承担责任。