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TSMC believes that the demand for personal computers and smartphones is beginning to stabilize after an extended downturn. During an earnings call, TSMC's CEO, C.C. Wei, stated that while there are early signs of stabilization in these markets, it's premature to predict a rapid recovery. There's been a notable decrease in global smartphone shipments, dropping from 1.4 billion units to 1.1 billion. However, there's been consistent demand in areas like artificial intelligence and high-performance computing, which are projected to stay strong through 2024-2025. Wei foresees potential for growth in 2024.
He also commented on US export controls and their potential long-term effects. This comes after the US tightened regulations on AI chip exports to China, impacting major TSMC clients like Nvidia. Despite a 24.8% fall in TSMC's net profit for Q3, the company remains optimistic about its prospects, especially as it collaborates with Intel on chip production.
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