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TSMC revenues up in January

Daniel Nenni

Staff member
TSMC has reported consolidated revenues for January 2020 increased 32.8% on year and 0.4% sequentially to NT$103.68 billion (US$3.45 billion), while revenues at specialty IC foundry Vanguard International Semiconductor (VIS) decreased 8.9% on month and 7.2% from a year ago to NT$2.56 billion.

TSMC's staff stationed in China has returned to work today, the Taiwan-based foundry disclosed. China's Lunar New Year holiday had been extended to February 10 amid the local coronavirus outbreak.

Judging from TSMC's sales guidance for the current quarter, market observers expect the foundry's revenues stay above NT$100 billion in the following two months. Sales generated from TSMC's China-based fabs, consisting of a 12-inch fab in Nanjing and an 8-inch fab in Shanghai, account for an only single-digit percentage of the foundry's total wafer revenues, according to the observers.

TSMC estimated first-quarter revenues at between US$10.2 billion and US$10.3 billion, representing an about 1.4% sequential decrease.


Tables 777

New member
Dan: Thanks for that breakdown on revenue from the China-based fabs. In addition, I sense TSMC is well insulated from any disruption from the ongoing health emergency given the long production cycle. Also, I recall that Apple's demand for more chips kicks in with the production of a new IPhone model this month. Could we see a significant uptick in the report of February's revenue numbers come early March?