The leading semiconductor manufacturer delivered impressive Q4 results that caught market attention. Net profit landed at T$505.7 billion, crushing forecasts of T$478.4 billion—a staggering 35% year-over-year jump. Revenue climbed to T$1.046 trillion from T$868.46 billion in the prior year, underlining robust demand across sectors.
What really stands out? Gross margin expanded to 62.3%, up 3.3 percentage points annually. This signals stronger pricing power and operational efficiency. The high-performance computing segment kept momentum rolling with 4% quarter-over-quarter revenue growth, reflecting sustained appetite for AI and compute infrastructure.
Looking ahead to 2025, the company is betting big on expansion, earmarking $40.9 billion in capital expenditure—aligning with the $40–42 billion guidance range. This aggressive capex plan hints at continued confidence in chip demand, particularly from data center and compute-heavy applications. For the crypto mining ecosystem, these numbers matter: chip availability directly shapes GPU/ASIC supply dynamics, influencing mining hardware costs and profitability going forward.
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RugPullAlertBot
· 14h ago
Wow, a gross profit margin of 62.3%? This chip manufacturer is really resting on its laurels, with pricing power off the charts...
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SocialAnxietyStaker
· 14h ago
Wow, this profit growth is incredible, directly surpassing expectations by 35%? A gross profit margin of 62.3% is truly outrageous.
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HodlVeteran
· 14h ago
Oh my god, this chip factory is going all in again, with a capex of 40 yuan 9... It just reminds me of 2017 when I chased the market and mined, pouring all my money into graphics cards, and that fall was brutal [dog head]
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HalfIsEmpty
· 14h ago
The data from the chip manufacturer is really outrageous... 62.3% gross profit margin? It directly surpasses the expected 35% growth, and the cost of mining hardware is probably going to rise again.
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LiquiditySurfer
· 14h ago
The chip manufacturer's margin expansion... to put it simply, their pricing power is becoming stronger. The AI wave is hitting hard. With over 4 billion in capex invested, the mining hardware supply chain will need to be reshuffled by 2025.
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GasOptimizer
· 14h ago
Damn, a 62.3% gross profit margin? Is that true? Are chip manufacturers now making such huge profits?
The leading semiconductor manufacturer delivered impressive Q4 results that caught market attention. Net profit landed at T$505.7 billion, crushing forecasts of T$478.4 billion—a staggering 35% year-over-year jump. Revenue climbed to T$1.046 trillion from T$868.46 billion in the prior year, underlining robust demand across sectors.
What really stands out? Gross margin expanded to 62.3%, up 3.3 percentage points annually. This signals stronger pricing power and operational efficiency. The high-performance computing segment kept momentum rolling with 4% quarter-over-quarter revenue growth, reflecting sustained appetite for AI and compute infrastructure.
Looking ahead to 2025, the company is betting big on expansion, earmarking $40.9 billion in capital expenditure—aligning with the $40–42 billion guidance range. This aggressive capex plan hints at continued confidence in chip demand, particularly from data center and compute-heavy applications. For the crypto mining ecosystem, these numbers matter: chip availability directly shapes GPU/ASIC supply dynamics, influencing mining hardware costs and profitability going forward.