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

TSMC vs. NetApp: A Decade of Cost Divergence

__timestampNetApp, Inc.Taiwan Semiconductor Manufacturing Company Limited
Wednesday, January 1, 20142406000000385113000000
Thursday, January 1, 20152289500000433117600000
Friday, January 1, 20162173000000473077100000
Sunday, January 1, 20172129000000482616200000
Monday, January 1, 20182212000000533487500000
Tuesday, January 1, 20192201000000577283500000
Wednesday, January 1, 20201789000000628124700000
Friday, January 1, 20211929000000767877700000
Saturday, January 1, 20222098000000915536500000
Sunday, January 1, 20232153000000986625000000
Monday, January 1, 202418350000001269954000000
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Cost of Revenue Trends: A Tale of Two Giants

In the ever-evolving landscape of the semiconductor and data management industries, Taiwan Semiconductor Manufacturing Company Limited (TSMC) and NetApp, Inc. stand as titans. Over the past decade, TSMC has seen its cost of revenue skyrocket by over 230%, reflecting its aggressive expansion and innovation strategies. In contrast, NetApp's cost of revenue has remained relatively stable, with a slight decline of around 24% since 2014.

A Decade of Divergence

From 2014 to 2024, TSMC's cost of revenue surged from approximately 385 billion to 1.27 trillion, underscoring its dominance in the semiconductor sector. Meanwhile, NetApp's cost of revenue fluctuated modestly, peaking in 2014 and gradually decreasing to 1.84 billion by 2024. This divergence highlights the contrasting growth trajectories and market strategies of these industry leaders.

The Future Outlook

As TSMC continues to invest in cutting-edge technology, its cost of revenue is expected to rise, while NetApp's focus on efficiency may keep its costs in check. This dynamic interplay between growth and stability offers valuable insights for investors and industry watchers alike.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025