2023-06-28 08:04:00
Analytic note J.P. Morgan was devoted mainly to TSMC’s revenue forecast, but it provides an indication of the state of affairs in the semiconductor industry as a whole, since this contract chip manufacturer controls 60% of the global market for related services.
Image Source: NVIDIA
According to experts, this year TSMC’s revenue will be 2% lower than expected, and next year the gap will reach 8%. Demand for components for smartphones, PCs and consumer electronics is recovering too slowly, with large stocks of products in warehouses. In the case of TSMC, the artificial intelligence segment at the end of the current year will generate no more than 5% of the total revenue of this company, although by 2026 this share will double to 10%.
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