저자: DanHowley · 외국인
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TSMC 4분기 실적 호조와 2024년 매출 중반 20% 성장 전망을 근거로 반도체 업황 바닥 통과 기대. AI 수요가 노트북·데스크톱·스마트폰·서버로 확산 중이며, 엔비디아·AMD·애플 등 고객사 수요와 차세대 아이폰 생성형 AI 기능이 TSMC 실적에 긍정적이라는 전망. 시장 전반의 반도체 낙관론을 설명하는 내용.
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well we are talking about chips today with shares of Taiwan semiconductor jumping and boosting other chip stocks as its fourth quarter results suggest that the worst may be over for the sector tsmc forecasting solid growth for 2024 seeing a revenue increase in the low mid 20% range driven by huge AI demand we have our very own Dan Hy joining us on those results Dan you know we've been talking so much about the slump that we have seen in chips from slow PC sales slow smartphone sales there's a lot writing on those AI devices what do we learn from tsmc today yeah it's it's really the the AI kind of boom that we're seeing uh and you know the the the discussion of AI in general seems to be kind of actually getting rolling when it comes to the the likes of laptops desktops smartphones uh and don't don't forget the the server side of things so obviously Kiko you at CES you saw the the huge amount of devices and and and companies talking about AI how it's going to be infused into every kind of product that's available some of that is going to be vaporware but uh when it comes to things like chips laptops desktops uh those those companies are moving Full Steam and they're going to need uh some manufacturers uh to to provide those chips so tsmc obviously uh working with the likes of AMD and Nvidia so that's going to be uh very helpful for them in fact Nvidia uh for uh CES had specifically said that they're basically building AIP PCS on their own uh and have been for some time just because of the fact that they run uh their their Graphics processors and then on the on the flip side of things uh on the the smartphone side we're seeing more companies start to uh push AI as a a smartphone component yesterday we saw Samsung launch its new Galaxy line of smartphones they have Galaxy AI uh which they point to as as a huge benefit for Samsung part of that is powered by Google's AI capability so you know it's it's becoming a real selling point for uh the companies whether or not that translate to Consumers we still have to see those those phones go on sale uh later at the end of this month uh Google already sells its own smartphones with some of those capabilities but uh we we'll see really what it when it hits the mainstream with Samsung Google doesn't really have that big of a market share so yeah I mean this really kind of shows that that the generative AI play is starting to work its way from you know the hype the discussion of what it could do to actual products now hitting the market so Dan what does Taiwan semi success mean for its customers like apple and Nvidia does does that tend to translate yeah I mean it it generally does right this is something where uh especially for NVIDIA at at this point um they're putting out new Chips uh new uh hardware for consumers and Enterprise um they're you know the the the difference between the Enterprise and the consumer is when it comes to Enterprise you know they're they go for thousands of dollars but they they don't sell in huge amounts like like the consumer side of things but they're worth a lot more so obviously it's it's a better play for them but the consumer side is going to see some some boost because uh Nvidia just put out some announced some new chips at uh CES so that's going to mean uh more sales for them hopefully for for NVIDIA that means that they'll start to see the gaming side really pick up again uh with these chips they're getting uh very good reviews so far and then for Apple uh you know what we're what we're going to likely see is uh some form of generative AI capability in the next line of iPhones if' got uh the the uh one after that so we're talking iPhone uh 16 we have the current uh model is the 15 uh we could see some more uh push into generative AI there and obviously uh that would mean uh more powerful processors more powerful chips for the next generation of iPhones which tsmc uh takes care of for the most part so I think for for Apple in general they're not going to specifically call out generative AI at least if they stick to their their MO which is to not call out the the technology itself but rather the features that it enables regardless if they do have features that are powered by generative AI even if they're not mentioning it it would be a good uh uh thing for tsmc because it would mean more powerful chips Apple putting in a lot more orders people wanted to get those devices a certainly good time in considering all the devices people bought during Co and they're probably due for a refresh right about now appreciate you as always our very own Dan Howley
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