Mmastodon TechnologySemiconductors first seen 2 d ago, last 9 h ago, peak #1

TSMC profit jumps 69% on AI chip demand

Original: TSMC’s profit jumps 69% on AI chips while cheaper phones feel the squeeze https://www. martincid.com/business/tsmc

TSMC has reported a 69% jump in profit, driven by surging demand for advanced AI chips. The gains highlight a widening split in the semiconductor market, with AI-related demand booming while makers of budget smartphones face pressure from higher component costs and weaker sales. Commenters point to Apple and other premium customers as the beneficiaries, while cheaper phone makers feel the squeeze of rising chip prices.

Why now: Fresh earnings showing AI chip demand is reshaping the semiconductor industry while budget phone makers struggle

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Evidence

• TSMC’s profit jumps 69% on AI chips while cheaper phones feel the squeeze https://www. martincid.com/business/tsmc-pr ofit-jumps-69-percent-ai-chips-cheaper-phones-squeeze/ # Semiconductors # Tsmc # Apple · martincidmag · 3

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