J.P. Morgan analyst Gokul Hariharan predicts Taiwan Semi will offer a mixed outlook next month. But 2025 will be a “big year” for TSMC, as its customers...
J.P. Morgan says a big turnaround for Taiwan Semiconductor Manufacturing’s business may be farther out than anticipated.
“We expect TSMC to turn more conservative on capex and the semi cycle,” he wrote. “We also expect initial comments on [first-half 2024] recovery to be muted, which could act as a trigger for [Wall Street estimates] consensus 2024E revenue growth to come down.”TSMC dominates the market for high-end chips. It makes the main processors inside Apple iPhones, Qualcomm mobile chipsets, and processors made by Advanced Micro Devices .
Newsletter Sign-up Hariharan expects TSMC’s business next year may disappoint as many of the large chip markets—including computers, smartphones and non-AI servers—still have too much inventory and soft demand trends.
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