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TSMC Raises 2022 Outlook to 35% - Q2 2022 Results - Earnings Call Transcript

If rumors of Intel raising prices by 10-20% come true, TSMC will still surpass Intel revenue within a year.

During today's earnings conference call, Intel announced that it reduced 2022 revenue forecast from US$76 billion down to $65 ~ $68 billion. It's almost certain TSMC's revenue will surpass Intel's in 2022.
 
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During today's earnings conference call, Intel announced that it reduced 2022 revenue forecast from US$76 billion down to $65 ~ $68 billion. It's almost certain TSMC's revenue will surpass Intel's in 2022.
At this rate, Nvidia and AMD will surpass Intel in a few years.
 
During today's earnings conference call, Intel announced that it reduced 2022 revenue forecast from US$76 billion down to $65 ~ $68 billion. It's almost certain TSMC's revenue will surpass Intel's in 2022.

Without a doubt, in fact, TSMC’s TTM revenue may surpass INTC’s by the end of 3Q22.

By the end of 2Q22, INTC TTM revenue is $73.2B (19.2+20.3+18.4+15.3), while TSMC TTM revenue is $66.3B (14.9+15.7+17.5+18.1).

By the end of 3Q22, I estimate, INTC TTM revenue is $69.5B (20.3+18.4+15.3+15.5), while TSMC TTM revenue is $69.7B (15.7+17.5+18.1+18.4).
 
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