Nvidia Beats TSMC and Intel To Take Top Chip Industry Revenue Crown For the First Time (tomshardware.com) 21
Nvidia has swung from fourth to first place in an assessment of chip industry revenue published today. From a report: Taipei-based financial analyst Dan Nystedt noted that the green team took the revenue crown from contract chip-making titan TSMC as Q3 financials came into view. Those keeping an eye on the world of investing and finance will have seen our report about Nvidia's earnings explosion, evidenced by the firm's publishing of its Q3 FY23 results.
Nvidia charted an amazing performance, with a headlining $18.12 billion in revenue for the quarter, up 206% year-over-year (YoY). The firm's profits were also through the roof, and Nystedt posted a graph showing Nvidia elbowed past its chip industry rivals by this metric in Q3 2023, too. Nvidia's advance is supported by multiple highly successful operating segments, which have provided a multiplicative effect on its revenue and income. Again, we saw clear evidence of a seismic shift in revenue, with the latest set of financials shared with investors earlier this week.
Nvidia charted an amazing performance, with a headlining $18.12 billion in revenue for the quarter, up 206% year-over-year (YoY). The firm's profits were also through the roof, and Nystedt posted a graph showing Nvidia elbowed past its chip industry rivals by this metric in Q3 2023, too. Nvidia's advance is supported by multiple highly successful operating segments, which have provided a multiplicative effect on its revenue and income. Again, we saw clear evidence of a seismic shift in revenue, with the latest set of financials shared with investors earlier this week.
Re:Made in China (Score:4, Informative)
Taiwan is not China. Are you Chinese?
Re: (Score:2)
Nvidia is a fabless design company that manufactures zero chips.
TSMC designs no chips but fabs chips for Nvidia in Taiwan.
Comparing them, as TFA does, is silly.
Re: (Score:2)
There's no country called Taiwan - it's just the name of an island. There are two governments that officially claim to be the legitimate government of all of China, the People's Republic of China government in Beijing (considers Taiwan to be a rebel province) and the Republic of China government in Taipei (considers the rest of China to be a rebel province).
Re: (Score:2)
There's no country called Taiwan - it's just the name of an island. There are two governments that officially claim to be the legitimate government of all of China, the People's Republic of China government in Beijing (considers Taiwan to be a rebel province) and the Republic of China government in Taipei (considers the rest of China to be a rebel province).
This is the One China idea adhered to by all countries. By China because it aspires to regain its historical greatness. By the US in the form of the official One China ambiguity policy because it wants to say Taiwan is a country without saying Taiwan is a country. And also silently/ambiguously by Taiwan because it wants to avoid a Chinese invasion for as long as possible.
Taiwan has an independent government, military, and currency. It also issues a passport that is recognized by all countries in the wor
Re: (Score:2)
Taiwan is an island, not a country.
Your Taiwanese passport doesn't say "Taiwan".
It says, "Republic of China (Taiwan)"
We call them Taiwanese because calling them Chinese is problematic for obvious reasons.
Re: (Score:2)
Re: Made in China (Score:1)
With A.i. on the rise... (Score:2)
...with MASSIVE need for equally massive computational powers, and after covid-19 insane graphics card prices that people actually bought, that's not surprising at all.
Re: With A.i. on the rise... (Score:2)
Yes and no. Sure, a high end discrete GPU chip might cost 3 times as much as an iPhone CPU, but selling even a third as many is an impressive feat.
Fabless? (Score:5, Insightful)
From what I understand Nvidia doesn't fabricate chips themselves and instead contracts out [reuters.com] to firms like TSMC. Also I am not aware that TSMC makes chips of their own, which makes the headline and summary comparison odd.
Also I'd be curious to see how Nvidia's profits compares to its revenue.
Re: (Score:2)
I found it unsurprising that the maker of more finished products makes more money than the subcontractors. TSMC is awesome but they are down the food chain and their possibilities to increase their commercial margin are limited. Nvidia has more freedom to play with the price depending on the markets.
TSMC and Intel... (Score:3)
Swapped at birth (Score:1)
Maybe TSMC is not charging Nvidia enough... (Score:2)
The summary doesn't mention the profit, but if Nvidia's profit is also higher, TSMC should take not and start charging Nvidia more to make their chips ;)