Cost of Revenue Trends: Taiwan Semiconductor Manufacturing Company Limited vs Manhattan Associates, Inc.

Diverging Cost Trends in Semiconductors and Software

__timestampManhattan Associates, Inc.Taiwan Semiconductor Manufacturing Company Limited
Wednesday, January 1, 2014212578000385113000000
Thursday, January 1, 2015235428000433117600000
Friday, January 1, 2016249879000473077100000
Sunday, January 1, 2017245733000482616200000
Monday, January 1, 2018240881000533487500000
Tuesday, January 1, 2019284967000577283500000
Wednesday, January 1, 2020269887000628124700000
Friday, January 1, 2021297827000767877700000
Saturday, January 1, 2022358237000915536500000
Sunday, January 1, 2023430614000986625000000
Monday, January 1, 20244709800001269954000000
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Unlocking the unknown

Cost of Revenue Trends: A Tale of Two Companies

In the ever-evolving landscape of the semiconductor and software industries, understanding cost dynamics is crucial. Taiwan Semiconductor Manufacturing Company Limited (TSMC) and Manhattan Associates, Inc. offer a fascinating study in contrasts. Over the past decade, TSMC's cost of revenue has surged by approximately 156%, reflecting its aggressive expansion and market dominance. In 2023 alone, TSMC's costs reached nearly 986 billion, a testament to its scale and influence in the global semiconductor market.

Conversely, Manhattan Associates, a leader in supply chain software, has seen a more modest increase of around 102% in its cost of revenue since 2014. This steady growth underscores its strategic focus on innovation and efficiency. Notably, 2024 data for Manhattan Associates is missing, indicating potential shifts or strategic pivots.

These trends highlight the diverse strategies and market conditions shaping these industry giants.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025