TSMC expects 25% growth this year after an 8.2% expected dip in Q1 revenues to between €18 billion and $18.8 billion.
In Q4, HPC revenues, including AI, grew 17% q-o-q, smartphone revenues grew 27% and auto grew 13%
Capex is expected to be between $28 billion and $32 billion.
Q4 net profit was 19.3% down y-o-y at $7.6 billion and Q4 gross margin was down 9.3% y-o-y.
For the semiconductor industry overall, TSMC expects growth of 10%.
TSMC has said its second Arizona fab will be delayed for a year. Hiring difficulties and the payment of US government subsidies were blamed.
The company repeated that its 3nm process, now in production, is more comparable to Intel’s 2nm process called 18A, which is due for production this year, than it is to TSMC’s 2nm process.
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