1. TSMC exceeded Q2 revenue estimates with $20.67 billion, driven by AI chip demand; 2. Advanced 3nm/5nm processes contributed 65% of revenue, highlighting tech leadership; 3. The company raised 2024 semiconductor market growth forecast to 10% (excluding memory) amid AI expansion.
Recent #revenue growth news in the semiconductor industry
1. TSMC's Q2 revenue exceeded market expectations due to strong demand for AI chips; 2. The company highlighted its role as a major supplier for AI-related semiconductor applications; 3. Increased orders from AI and high-performance computing sectors drove revenue growth.
1. TSMC's Q2 earnings surpassed expectations with a 40% year-over-year revenue increase, driven by strong AI-related chip demand; 2. The company highlighted sustained growth in AI applications, including data centers and edge computing, as a key revenue driver; 3. TSMC reaffirmed plans to expand advanced semiconductor production capacity to meet rising global demand.
1. Nebius (NBIS) failed to break the $51 resistance despite a strong recovery, with extreme valuation concerns; 2. Aggressive revenue growth and $1B convertible notes may not suffice to meet 2025 CapEx needs; 3. AI-native customer diversification faces risks from intensifying AI competition and potential growth slowdown post-2026.
1. TSMC exceeded Q2 revenue forecasts driven by strong demand for AI-related chips; 2. The company expressed caution about its full-year outlook due to macroeconomic uncertainties; 3. Continued investment in advanced semiconductor manufacturing to meet growing AI and high-performance computing demands.
1. TSMC's Q2 2023 revenue reached a record high, driven by surging demand for AI-related chips; 2. Advanced 3nm and 5nm process technologies contributed significantly to performance; 3. The company maintains a positive outlook due to sustained AI and high-performance computing (HPC) demand.
1. NIO faces a new pricing war initiated by BYD in China, though regulatory intervention may mitigate its impact; 2. Despite ongoing price competition, NIO's vehicle margins improved to 10.2% in Q1 2025, with projected 25-30% YoY delivery growth for Q2; 3. The stock's forward P/S ratio of 0.53 (FY2026) appears undervalued relative to its ~40% revenue growth forecast.
1. TSMC exceeded Q2 revenue forecasts, driven by strong AI-related chip demand; 2. The company remains cautious about its full-year outlook despite AI growth momentum; 3. Advanced 2nm chip production is on track for 2025 deployment.
1. Credo's Q4 2025 revenue surged 179.7% YoY, with full-year revenue up 126% to $436.8 million, driven by AI infrastructure demand; 2. Launch of Lark DSP and PILOT platform strengthens Credo's position in AI data centers, catering to hyperscalers' needs; 3. Reduced reliance on Amazon (revenue share down to 61%), improved gross margins (67.2%), and strong cash reserves ($431.3M) ensure sustainable growth.
1. TSMC's Q2 revenue grew significantly due to strong demand for AI chips; 2. The company is expanding production capacity to meet rising global semiconductor needs; 3. Challenges include supply chain constraints and geopolitical tensions affecting chip manufacturing.
1. TSMC's Q1 net profit rose 9% year-on-year to $6.97 billion, exceeding market expectations; 2. Strong demand for AI-related chips, particularly from NVIDIA and Apple, drove revenue growth despite a 3.8% decline in overall smartphone chip sales; 3. The company maintained operations after a major Taiwan earthquake and forecasts Q2 revenue growth of up to 30%, banking on sustained AI boom and advanced chip production.
1. TSMC reported strong Q2 2024 earnings with a 32% year-over-year revenue increase; 2. The company highlighted sustained demand for advanced chips driven by AI and high-performance computing; 3. TSMC plans to expand production capacity and accelerate global manufacturing diversification.
1. CoreWeave's $29.9B revenue backlog is expected to convert 20-25% annually over 4-5 years, with FY2026 revenue projected at $6.0B-$7.48B; 2. EBITDA margins are forecasted to stabilize at 30-32%, yielding $1.79B-$2.39B in FY2026; 3. At a $52B enterprise value, the stock trades at 22-29x forward EV/EBITDA, with a potential 15% upside to a $59.8B valuation based on a 25x multiple.
1. Meta's Family of Apps achieved 3.43 billion daily active users, highlighting strong user growth and engagement; 2. Heavy investments in AI and data centers drove a 5% increase in Instagram Reels ad conversions and 30% AI tool adoption, though sustainability concerns persist; 3. The company raised capital expenditure guidance, signaling confidence in AI-driven strategies for future revenue through ad performance, immersive experiences, and business messaging.
➀ Xbox's revenue grew by 5% year-over-year; ➁ Microsoft's CEO highlighted Game Pass, Call of Duty, and Minecraft as key drivers; ➂ Microsoft topped the list of publishers on both PlayStation and Xbox in terms of pre-orders and pre-installs.
➀ Dell Technologies and Super Micro tied for the top spot in Q4 2024 server vendor rankings;
➁ HPE and IEIT Systems also tied for the third position;
➂ The overall server market revenue for Q4 2024 was $77.3 billion, a significant growth from the same period last year.
➀ Private Wireless Radio Access Network (RAN) revenues grew 40% in 2024, contrasting with the decline in public RAN revenues;
➁ Dell’Oro Group's Stefan Pongratz highlights the promising growth trajectory of private wireless in the RAN market;
➂ The report expects private wireless RAN revenue to grow at a 15 to 20 percent CAGR by 2029, accounting for 5 to 10 percent of total RAN.
1. Meta Platforms reported $48.4B in Q4 2024 revenue, up 21% year-over-year; 2. Free cash flow reached $52.1B in 2024, with $39.2B in CapEx and $77.8B in liquidity; 3. Reality Labs posted a $5B Q4 operating loss, raising concerns about capital efficiency.
1. Lululemon has consistently reported double-digit revenue growth since its IPO in 2007; 2. Despite skepticism in 2024, the company achieved double-digit growth; 3. The 2025 top-line guidance suggests a slower growth rate.
1. Palantir's Q4 FY24 revenue surged 36% YoY, exceeding expectations by 7.6%; 2. FY25 revenue is projected to grow above 31% driven by AIP's 54% YoY growth; 3. Despite high valuation, Palantir's earnings are expected to grow at a 50% CAGR over the next three years, justifying a premium price target of $136.