台积电营收环比下滑6.5%!
TSMCTSMC(US:TSM) 国芯网·2025-12-11 04:49

Core Viewpoint - The article discusses the recent revenue performance of TSMC, highlighting its growth in the semiconductor industry and the implications for future performance [2][4]. Group 1: TSMC Revenue Performance - TSMC reported a revenue of 343.61 billion New Taiwan Dollars (approximately 11.00 billion USD) for November, which represents a year-on-year increase of 24.5% compared to 276.06 billion New Taiwan Dollars in the same month last year [2]. - However, the November revenue showed a month-on-month decline of 6.5% from the previous month's revenue of 367.47 billion New Taiwan Dollars [2]. - For the first 11 months of the year, TSMC's revenue reached 3,474.05 billion New Taiwan Dollars, marking a year-on-year growth of 32.8% from 2,616.15 billion New Taiwan Dollars in the same period last year [4]. Group 2: Monthly Revenue Trends - TSMC's November revenue growth marks the 23rd consecutive month of year-on-year growth, with the last decline occurring in December 2023, when revenue was 176.3 billion New Taiwan Dollars, reflecting an 8.4% year-on-year decrease [4]. - If TSMC continues to see year-on-year growth in December, it will achieve two consecutive years of monthly revenue growth [4].