AI Boom Drives Semiconductor Demand Surge
[For Hong Kong Investors Only] The increased adoption of AI in data centers, as well as the rising penetration rate of AI in end-user devices, have become important factors driving the next wave of semiconductor demand growth. Benefiting from the strong demand from tech giants like Apple, Nvidia, and AMD, TSMC is set to raise its 3nm process pricing by 5%, and its advanced packaging solutions will also see price hikes next year (2025). This is expected to drive continued business growth.
Source: Wccftech, company data, as of June 19, 2024
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Modify on 2024-06-20 17:34
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