TSMC Logs 61% AI Revenue, 74% Advanced Nodes; SK Hynix Eyes $29.4B US DR
TSM•TSMC's high-performance computing now represents 61% of revenue and advanced nodes contribute 74% of wafer sales, driving margin expansion. SK Hynix plans a July 10 Nasdaq depositary receipt sale to raise 45.45 trillion won ($29.4 billion), mirroring TSMC’s successful US listing strategy to tap foreign investor flows.
1. TSMC AI-Driven Revenue Growth
TSMC’s high-performance computing segment generated 61% of total revenue in the latest period, reflecting surging demand for AI workloads. Advanced-process nodes accounted for 74% of wafer sales, underscoring leadership in cutting-edge manufacturing and supporting robust margin expansion.
2. SK Hynix US Depositary Receipt Offering
SK Hynix will issue depositary receipts on Nasdaq starting July 10 to raise 45.45 trillion won ($29.4 billion). The offering aims to access foreign investor capital and narrow its valuation discount relative to competitors such as TSMC, Samsung Electronics and Micron Technology.
