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Burkhan World Investments Celebrates TSMC’s Stellar Earnings and Underpins Its Investment in Blaize Holdings, BZAI

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Burkhan World Investments (BWI) celebrates TSMC's exceptional Q4 earnings, which showed revenue of $26.9 billion exceeding guidance by 2.3%, with 14.3% QoQ and 37.1% YoY growth. Operating profits increased 18% QoQ and 62% YoY, with gross margins reaching 59%.

The results reinforce BWI's strategic investment in Blaize (NASDAQ: BZAI), a pioneer in Edge AI technology. Blaize's solutions are advancing industries like automotive, industrial IoT, and smart cities through edge computing capabilities. The company's positioning in the rapidly expanding Edge AI market aligns with BWI's focus on transformative technologies.

BWI CEO Shahal Khan emphasized that TSMC's performance highlights opportunities in semiconductors, particularly in AI-driven solutions. The firm's investment in Blaize reflects its conviction in edge computing's growth potential and the synergy between semiconductor advancement and AI innovation.

Burkhan World Investments (BWI) celebra i risultati eccezionali di TSMC nel quarto trimestre, che hanno mostrato ricavi di $26,9 miliardi, superando le previsioni del 2,3%, con una crescita del 14,3% rispetto al trimestre precedente e del 37,1% rispetto all’anno scorso. I profitti operativi sono aumentati del 18% rispetto al trimestre precedente e del 62% rispetto all’anno passato, con margini lordi che hanno raggiunto il 59%.

I risultati rafforzano l'investimento strategico di BWI in Blaize (NASDAQ: BZAI), un pioniere nella tecnologia Edge AI. Le soluzioni di Blaize stanno avanzando settori come l'automotive, l'IoT industriale e le città intelligenti attraverso le capacità di edge computing. Il posizionamento dell'azienda nel mercato Edge AI in rapida espansione si allinea con l'attenzione di BWI sulle tecnologie trasformative.

Il CEO di BWI, Shahal Khan, ha sottolineato che le prestazioni di TSMC evidenziano opportunità nei semiconduttori, in particolare nelle soluzioni guidate dall'AI. L'investimento della società in Blaize riflette la sua convinzione nel potenziale di crescita dell'edge computing e nella sinergia tra l'avanzamento dei semiconduttori e l'innovazione dell'AI.

Burkhan World Investments (BWI) celebra los excepcionales resultados de TSMC en el cuarto trimestre, que mostraron ingresos de $26.9 mil millones, superando las guías en un 2.3%, con un crecimiento del 14.3% respecto al trimestre anterior y del 37.1% interanual. Las ganancias operativas aumentaron un 18% con respecto al trimestre anterior y un 62% en comparación con el año pasado, con márgenes brutos que alcanzaron el 59%.

Los resultados refuerzan la inversión estratégica de BWI en Blaize (NASDAQ: BZAI), un pionero en tecnología Edge AI. Las soluciones de Blaize están avanzando en industrias como la automotriz, IoT industrial y ciudades inteligentes a través de capacidades de computación en el borde. El posicionamiento de la empresa en el rápidamente en expansión mercado de Edge AI se alinea con el enfoque de BWI en tecnologías transformadoras.

El CEO de BWI, Shahal Khan, enfatizó que el desempeño de TSMC resalta oportunidades en semiconductores, particularmente en soluciones impulsadas por IA. La inversión de la firma en Blaize refleja su convicción en el potencial de crecimiento de la computación en el borde y la sinergia entre el avance de los semiconductores y la innovación en IA.

Burkhan World Investments (BWI)TSMC의 4분기 우수한 실적을 축하합니다. 이는 269억 달러의 수익을 기록하며 가이드를 2.3% 초과했으며, 전 분기 대비 14.3% 및 전년 대비 37.1%의 성장을 보였습니다. 운영 이익은 전 분기 대비 18%, 전년 대비 62% 증가했으며, 총 이익률은 59%에 도달했습니다.

이 결과는 Blaize (NASDAQ: BZAI)에 대한 BWI의 전략적 투자를 강화합니다. Blaize의 솔루션은 엣지 컴퓨팅 기능을 통해 자동차, 산업 IoT 및 스마트 도시와 같은 산업을 발전시키고 있습니다. 급속히 성장하는 엣지 AI 시장에서 회사의 입지는 BWI의 혁신 기술에 대한 집중과 일치합니다.

BWI의 CEO Shahal Khan은 TSMC의 성과가 반도체 분야, 특히 AI 기반 솔루션에서의 기회를 강조한다고 말했습니다. Blaize에 대한 회사의 투자는 엣지 컴퓨팅의 성장 잠재력에 대한 확신과 반도체 발전과 AI 혁신 간의 시너지를 반영합니다.

Burkhan World Investments (BWI) célèbre les résultats exceptionnels de TSMC pour le quatrième trimestre, qui ont affiché un chiffre d'affaires de 26,9 milliards de dollars, dépassant les prévisions de 2,3 %, avec une croissance de 14,3 % par rapport au trimestre précédent et de 37,1 % en glissement annuel. Les bénéfices d'exploitation ont augmenté de 18 % par rapport au trimestre précédent et de 62 % par rapport à l'an passé, avec des marges brutes atteignant 59 %.

Ces résultats confirment l'investissement stratégique de BWI dans Blaize (NASDAQ: BZAI), un pionnier de la technologie Edge AI. Les solutions de Blaize font progresser des secteurs tels que l'automobile, l'IoT industriel et les villes intelligentes grâce à des capacités de calcul en périphérie. Le positionnement de l'entreprise sur le marché en forte expansion de l'Edge AI s'aligne avec l'accent mis par BWI sur des technologies transformatrices.

Le CEO de BWI, Shahal Khan, a souligné que les performances de TSMC mettent en lumière les opportunités dans le secteur des semi-conducteurs, en particulier dans les solutions pilotées par l'IA. L'investissement de la société dans Blaize reflète sa conviction dans le potentiel de croissance du calcul en périphérie et la synergie entre l'avancement des semi-conducteurs et l'innovation en IA.

Burkhan World Investments (BWI) feiert die außergewöhnlichen Q4-Ergebnisse von TSMC, die einen Umsatz von 26,9 Milliarden Dollar ausweisen, der die Prognosen um 2,3% überstieg, mit einem Wachstum von 14,3% im Quartalsvergleich und 37,1% im Jahresvergleich. Die Betriebsergebnisse stiegen im Quartalsvergleich um 18% und im Jahresvergleich um 62%, wobei die Bruttomargen 59% erreichten.

Die Ergebnisse unterstützen BWI's strategische Investition in Blaize (NASDAQ: BZAI), einen Pionier der Edge-AI-Technologie. Blaizes Lösungen fördern Branchen wie die Automobilindustrie, das industrielle IoT und intelligente Städte durch Edge-Computing-Fähigkeiten. Die Positionierung des Unternehmens auf dem schnell wachsenden Edge-AI-Markt stimmt mit BWI's Fokus auf transformative Technologien überein.

BWI-CEO Shahal Khan betonte, dass die Leistung von TSMC Chancen im Bereich Halbleiter hervorhebt, insbesondere bei KI-gesteuerten Lösungen. Die Investition des Unternehmens in Blaize spiegelt seine Überzeugung vom Wachstumspotenzial des Edge-Computing und der Synergie zwischen dem Fortschritt in Halbleitern und der KI-Innovation wider.

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Strategic Edge AI Investment in Blaize Reflects Confidence in Transformative Growth Opportunities

ABU DHABI, United Arab Emirates--(BUSINESS WIRE)-- Burkhan World Investments (BWI), a leading global investment firm, congratulates Taiwan Semiconductor Manufacturing Company (TSMC) on its remarkable Q4 earnings. The stellar results underline the unparalleled growth trajectory in the semiconductor and advanced computing sectors, reaffirming BWI’s strategic focus on cutting-edge technologies, including Edge AI.

BWI’s investment in Blaize, a Nasdaq-listed pioneer in Edge AI technology (NASDAQ: BZAI), reflects its commitment to capitalizing on transformative opportunities in high-growth sectors. Blaize’s innovative solutions are driving significant advancements in industries such as automotive, industrial IoT, and smart cities by enabling real-time decision-making at the edge. The company is well-positioned to become a leader in the rapidly expanding Edge AI market, which represents one of the most significant growth opportunities in technology today.

TSMC’s Q4 revenue of $26.9 billion exceeded guidance by 2.3%, reflecting an impressive quarter-on-quarter growth of 14.3% and a year-on-year surge of 37.1%. Operating profits soared by 18% QoQ and 62% YoY, with gross profit margins climbing to 59% — well above the company’s long-term target of 53%. These results showcase the surging global demand for advanced semiconductor solutions, driven by transformative technologies such as AI, 5G, and Edge computing.

“TSMC’s exceptional performance underscores the tremendous opportunity in the semiconductor space, particularly as industries increasingly pivot toward AI-driven solutions,” said Shahal Khan, CEO of Burkhan World Investments. “As a firm, we recognized early on that the next explosion in the market would be at the Edge. Our investment in Blaize, a pioneering edge AI company, is a testament to our conviction in this transformative growth story.”

Blaize’s cutting-edge technology is designed to address the rapidly expanding demand for Edge AI, offering unparalleled efficiency and scalability across industries such as automotive, industrial IoT, and smart cities. By enabling real-time decision-making at the edge, Blaize is positioned to drive the next wave of innovation, much like TSMC has done in the semiconductor industry.

BWI’s strategic investment in Blaize reflects a shared vision of harnessing technological innovation to create meaningful impact. Blaize, now listed on Nasdaq under the symbol BZAI, reinforces BWI’s confidence in the edge AI market, which is poised to reach unprecedented heights in the coming years.

The intersection of semiconductor advancements and AI represents one of the most significant opportunities of our time. TSMC’s exceptional results are not just a financial milestone but a signal of the industry’s critical role in shaping a smarter, more connected future. Similarly, Blaize’s breakthrough capabilities in Edge AI position it as a leader in the next frontier of AI innovation.

“The synergy between semiconductor performance and edge AI growth is undeniable. As TSMC continues to redefine industry benchmarks, companies like Blaize will play a pivotal role in translating these advancements into real-world applications,” added Khan.

Burkhan World Investments remains committed to identifying and supporting transformative opportunities in high-growth sectors, including AI and technology infrastructure, to capitalize on innovation and deliver value to its stakeholders.

About Burkhan World Investments Burkhan World Investments (BWI) is a global investment firm with a dual base in Miami and Abu Dhabi. BWI focuses on strategic investments in high-growth sectors, including AI, technology infrastructure, and sustainable innovation. With a commitment to driving meaningful impact, BWI partners with visionary companies to shape a smarter, more connected world.

Jaspreet Randhawa

MD & Head of Investments

jaspreet@burkhan.world

+971-58-511-3889

Source: Burkhan World Investments

FAQ

What were TSMC's Q4 2024 earnings highlights that impressed Burkhan World Investments?

TSMC reported Q4 revenue of $26.9 billion, exceeding guidance by 2.3%, with 14.3% QoQ and 37.1% YoY growth. Operating profits increased 18% QoQ and 62% YoY, with gross margins reaching 59%.

How does Blaize (BZAI) align with the semiconductor industry growth?

Blaize's Edge AI technology complements semiconductor advancement by enabling real-time decision-making in automotive, industrial IoT, and smart cities applications, positioning it to capitalize on the growing AI-driven semiconductor demand.

What market opportunities does Burkhan World Investments see for BZAI in Edge AI?

BWI sees Edge AI as the next major market opportunity, with Blaize well-positioned to lead innovation in automotive, industrial IoT, and smart cities through its efficient and scalable edge computing solutions.

How does TSMC's performance validate Burkhan's investment in BZAI?

TSMC's strong performance in semiconductors validates BWI's investment in BZAI by demonstrating growing demand for advanced computing solutions, particularly in AI and edge computing applications.

What industries are targeted by Blaize's (BZAI) Edge AI solutions?

Blaize's Edge AI solutions target automotive, industrial IoT, and smart cities industries, enabling real-time decision-making at the edge for these sectors.

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