TSMC Sales Up 30% to NT$718.9 Billion; Alphabet Favored Over Nvidia
TSMC’s sales jumped 30% to NT$718.9 billion in January-February, with February sales up 22% despite holiday headwinds, reflecting sustained AI infrastructure investment. Analysis positions Alphabet’s diversified revenue—spanning search, cloud services, subscriptions, and hardware—favorably against Nvidia’s 91% GPU-reliant sales, highlighting Alphabet’s lower exposure to AI spending fluctuations.
1. TSMC Reports Strong Early-Year Sales Growth
TSMC’s revenue rose 30% to NT$718.9 billion in January and February, driven by robust AI infrastructure investment. February sales increased 22% despite Lunar New Year timing shifting to January, underscoring continued demand for advanced semiconductors.
2. Alphabet vs Nvidia Revenue Diversification
Alphabet’s revenue spans search advertising, cloud services, subscription offerings, and hardware units, contrasting with Nvidia’s 91% dependence on GPUs for data center workloads. This diversification may cushion Alphabet against potential AI spending slowdowns that could more heavily impact GPU-focused providers.