Analyzing Cost of Revenue: Taiwan Semiconductor Manufacturing Company Limited and Lam Research Corporation

TSMC vs. Lam Research: A Decade of Revenue Dynamics

__timestampLam Research CorporationTaiwan Semiconductor Manufacturing Company Limited
Wednesday, January 1, 20142599828000385113000000
Thursday, January 1, 20152974976000433117600000
Friday, January 1, 20163266971000473077100000
Sunday, January 1, 20174410261000482616200000
Monday, January 1, 20185911966000533487500000
Tuesday, January 1, 20195295100000577283500000
Wednesday, January 1, 20205436043000628124700000
Friday, January 1, 20217820844000767877700000
Saturday, January 1, 20229355232000915536500000
Sunday, January 1, 20239651591000986625000000
Monday, January 1, 202478525950001269954000000
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Unlocking the unknown

Analyzing Cost of Revenue: A Tale of Two Giants

In the ever-evolving semiconductor industry, Taiwan Semiconductor Manufacturing Company Limited (TSMC) and Lam Research Corporation stand as titans. Over the past decade, TSMC's cost of revenue has surged by approximately 230%, reflecting its aggressive expansion and innovation strategies. In contrast, Lam Research has seen a more modest increase of around 200%, showcasing its steady growth in the semiconductor equipment sector.

From 2014 to 2024, TSMC's cost of revenue consistently dwarfed that of Lam Research, peaking at an impressive 1.27 trillion in 2024. This growth trajectory underscores TSMC's pivotal role in global semiconductor manufacturing. Meanwhile, Lam Research's cost of revenue reached its zenith in 2023, highlighting its resilience and adaptability in a competitive market.

These trends not only illustrate the dynamic nature of the semiconductor industry but also highlight the strategic maneuvers of these two industry leaders.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025