According to information disclosed by TSMC at its technology seminar, the semiconductor market only began to recover in the second half of last year, so analysts are cautious about this year's growth. Although the growth expectations for the PC and smartphone sectors are only in single digits this year, there is one semiconductor market expected to grow by about 250%, which is the AI accelerator market.

TSMC estimates that the AI accelerator market will grow 2.5 times this year. This transformation has made TSMC particularly pleased, as most AI processors tend to use advanced process technologies. In addition, TSMC produces over 90% of AI processors, such as Nvidia's GPUs for AI and HPC, and currently holds over 80% of the AI accelerator market share.

It is worth noting that most AI accelerators not only use silicon wafers processed by TSMC, but also require advanced packaging technology, such as TSMC's CoWoS. This means that this chip foundry company provides AMD Companies such as AWS, Broadcom, Intel, Nvidia, Meta, or Microsoft have made considerable profits from manufacturing these products.

According to TSMC's expectations, other semiconductor markets are not expected to experience significant growth this year. For example, PC chips are expected to grow by only 1% to 3%, smartphone chips are also expected to grow by 1% to 3%, but IoT products are expected to grow by 7% to 9%. In contrast, the automotive chip market is expected to decline by 3% to 1%.

From the overall semiconductor market perspective, the outlook for TSMC is quite optimistic. In addition to storage, the market is expected to grow by 10% this year, reaching $650 billion, including packaging PMIC and many other products. The OEM market is expected to grow by 15% to 20%, reaching $115 billion (excluding Intel Foundry), so TSMC should feel very comfortable, especially as it gains market share from competitors and has the potential to expand its production capacity for leading and specialty technologies in the coming years.

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