Shulou(Shulou.com)11/24 Report--

CTOnews.com July 3 news, the semiconductor industry since the second quarter of 2022 since the supply and demand reversal crisis, supply is suffering from full inventory, falling prices and depressed demand. However, due to the explosion of the AI industry in recent years, the demand for chips in this field is rising rapidly.

According to the Electronic Times, Nvidia, Broadcom and AMD are all casting films in TSMC, coupled with the demand for 3nm chips from Apple's iPhone and Mac, TSMC's revenue should pick up significantly in the second half of the year.

Due to the growth in demand in the field of AI, the three companies have not only raised TSMC 5/7nm orders quarter by quarter, but also competed for TSMC CoWoS production capacity. The strong tracking momentum has continued to 2024, and the overall order size has increased by at least 20% more than in 2023.

Tuyuan Pixabay semiconductor industry insiders said that the above three major companies' growth mainly comes from the burst demand for AI, of which NVIDIA expects revenue to grow by 50% in the latest quarter (May and July), which is expected to reach US $11 billion (CTOnews.com Note: about 79.86 billion yuan currently) driven by the AI GPU shipments surge.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.