New Street Research - TSMC (2330) Taiwan Monthly Sales Recap: November Sales +12% YoY (+4% Ex AI)

Report

New Street Research

Pierre FerraguÊ

Taiwan Monthly Sales Recap: November Sales +12% YoY (+4% Ex AI)

Taiwan monthly sales in November 2024 were up 12% YoY, driven by Semis, Thermal and ODM’s. Excluding AI, sales up +4% YoY.

11/12/2024 1 EN

Underlying

TSMC

See profile

Chinese Taipei

Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

See profile

Analysts

Pierre FerraguÊ

Other Reports on these Companies

New Street Research

Bible 3Q24 – Foundries: TSMC outperforming on all fronts

Today, we are publishing the final section of our 25th Tech Infrastructure Quarterly Bible on Foundries. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. TSMC is outperforming peers on both revenue growth and gross margin trajectory. We expect this trend to continue next year, supported by several company-specific tailwinds: Intel increasing outsourcing to TSMC, AMD gaining share from Intel, and Arm gaining share from x86. The stock remains a ...

10h / 40m 10h / 40m 1 EN

New Street Research

Smartphones & PCs in 2025 – a health check in 10 slides.

Now that the bulk of the earnings season is behind us, we review how demand is shaping up for smartphones & PCs in 2025, and implications for semiconductors, in 5 slides each.

December 10, 2024 December 10, 2024 1 EN

AI Summit NYC Recap: GOOGL/Gemini 2.0, OpenAI, AI Capex read-throughs, etc.

Last week, we attended the AI Summit NYC, where GOOGL and OpenAI were among the presenters. In the note, we review our top takeaways from dozens of executive conversations, panels and presentations, specifically: 1. GOOGL: Gemini capabilities are awesome, developers have barely noticed yet 2. OpenAI: 12 Days of OpenAI finishes this week 3. Infra takeaways from CSCO, HPE, Groq: implications for AI capex 4. AI in Ads: IPG boosting clients’ “brand voice” in Gen AI Search 5. ETSY: Multiple AI levers driving better UX, more accurate shipping times 6. Enterprise use cases much more specifically defi...

EUR 9524.00

2h / 49m 2h / 49m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

Bible 3Q24 – Foundries: TSMC outperforming on all fronts

10h / 40m 10h / 40m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

Bible 3Q24 – Industrials: Bouncing Along the Bottom; Glimpses of a 2025 Recovery.

Today, we are publishing the Industrial section our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Industrial semi revenues were again below seasonality in 3Q24, and most companies have guided for a further decline in 4Q24. Visibility on a 2025 recovery remains limited, although Analog Devices remains positive about next year. This could be a positive signal for the market, as Analog Devices has exper...

11h / 29m 11h / 29m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Taiwan Monthly Sales Recap: November Sales +12% YoY (+4% Ex AI)

Bible 3Q24 – Foundries: TSMC outperforming on all fronts

Smartphones & PCs in 2025 – a health check in 10 slides.

AI Summit NYC Recap: GOOGL/Gemini 2.0, OpenAI, AI Capex read-throughs, etc.

Bible 3Q24 – Foundries: TSMC outperforming on all fronts

Bible 3Q24 – Industrials: Bouncing Along the Bottom; Glimpses of a 2025 Recovery.

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe