You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
HSINCHU, Taiwan, R.O.C. – Jan. 10, 2023 - TSMC (TWSE: 2330, NYSE: TSM) today
announced its net revenue for December 2022: On a consolidated basis, revenue for December
2022 was approximately NT$192.56 billion, a decrease of 13.5 percent from November 2022 and
an increase of 23.9 percent from December 2021. Revenue for January through December 2022
totaled NT$2,263.89 billion, an increase of 42.6 percent compared to the same period in 2021.
TSMC December Revenue Report (Consolidated):
TSMC Spokesperson:
Wendell Huang
Vice President and CFO
Tel: 886-3-505-5901
Media Contacts:
Nina Kao
Head of Public Relations
Tel: 886-3-563-6688 ext.7125036
Mobile: 886-988-239-163
E-Mail: nina_kao@tsmc.com
Ulric Kelly
Public Relations
Tel: 886-3-563-6688 ext. 7126541
Mobile: 886-978-111-503
E-Mail: ukelly@tsmc.com
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. recorded its first quarterly revenue miss in two years, signaling the global decline in electronics demand is starting to catch up with the chip giant.Most Read from BloombergUS Safety Agency to Consider Ban on Gas Stoves Amid Health...
My guess is 5-10% with a reduced CAPEX to $30-35B. I was hoping for 10-15% and $35-40B but word on the street is not so encouraging. N7 is lagging and only Apple will be on N3 in 2023. Plus record inventories will take some time to correct. TSMC should have a big year in 2024 though.
My guess is 5-10% with a reduced CAPEX to $30-35B. I was hoping for 10-15% and $35-40B but word on the street is not so encouraging. N7 is lagging and only Apple will be on N3 in 2023. Plus record inventories will take some time to correct. TSMC should have a big year in 2024 though.
N7/6 was full but people are moving to N5/4 and Samsung 8/7nm is a cost competitive node. Samsung 5/4/3 not so much. I still think TSMC N3 will be a record setting FinFET node.
N7/6 was full but people are moving to N5/4 and Samsung 8/7nm is a cost competitive node. Samsung 5/4/3 not so much. I still think TSMC N3 will be a record setting FinFET node.
Not every chip will move to n5. Migrating from one node to the next is expensive from a design standpoint, so there will be many chips that don't require leading edge performance that will remain on n7, or perhaps skip n5 and wait for n3 to become more available. Just like there are still many chips on 14/16.
Not every chip will move to n5. Migrating from one node to the next is expensive from a design standpoint, so there will be many chips that don't require leading edge performance that will remain on n7, or perhaps skip n5 and wait for n3 to become more available. Just like there are still many chips on 14/16.
Any idea what the cost crossover volume is for TSMC 7 vs. TSMC 28 (or 40), for a typical automotive design of N million transistors + <insert various amounts of analog here>? One-time costs seems like they would be very high, unless the IC is very large.
