TSMCの時価総額が2倍になるのにわずか16ヶ月しかかかりませんでした

格隆汇2月25日｜According to Yicai, on February 24, while the market's attention was focused on the Meta and AMD partnership worth at least tens of billions of dollars, another leading US tech company reached a market capitalization milestone. On that day, TSMC's US stock price rose by 4.25%, closing at $385.75 per share, with a closing market capitalization of $2 trillions. It has been only about 16 months since TSMC reached its previous market capitalization milestone. In October 2024, after TSMC released its third-quarter financial report for that year, its market capitalization reached $1 trillions, making it the seventh tech company in history to surpass a $1 trillions market cap. Just over a year later, TSMC's market value has doubled. The driving force behind the market's high expectations for TSMC is undoubtedly AI. TSMC continues to send strong signals that AI demand remains robust. In a conference call in January this year, the company predicted that first-quarter revenue would reach $34.6 billions to $35.8 billions, citing the booming global AI industry. TSMC Chairman Mark Liu said customers have sent strong "demand signals" and contacted the company directly to seek capacity. The latest news is that TSMC's downstream AI chip customers, AMD and Nvidia, are still seeking business expansion. First, during the Spring Festival, Nvidia announced a multi-year strategic partnership with Meta, involving the deployment of millions of Blackwell and Rubin chips. Then, on February 24 local time, AMD announced a partnership with Meta, involving the deployment of 6 GW AMD Instinct GPUs.