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Interesting revenue patterns. The 2019 dip and 2020 rebound I understand but I thought in 2021 we were in the midst of a crippling chip shortage and wafer price hikes? How is 2021 not stronger than 2020 thus far? Any thoughts as to 2022?
Hsinchu, Taiwan, R.O.C. – Nov. 10, 2021 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2021: On a consolidated basis, revenue for October 2021 was approximately NT$134.54 billion, a decrease of 11.9 percent from September 2021 and an increase of 12.8 percent from October 2020. Revenue for January through October 2021 totaled NT$1,283.77 billion, an increase of 17.0 percent compared to the same period in 2020.
Hsinchu, Taiwan, R.O.C. – Nov. 10, 2021 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2021: On a consolidated basis, revenue for October 2021 was
YoY is still very healthy, and October 2021's revenue is still the 4th best month of the year so far - upper half.
The way it's bouncing between months makes me think there is some weird "weekly" / "weekend" calculation stuff going on inbetween months - some months maybe getting 5 weeks of shipment while other months 'just get' 4 weeks of revenue.
What % of sales are legacy nodes that are automakers and analog parts that are in shortage?
Interesting revenue patterns. The 2019 dip and 2020 rebound I understand but I thought in 2021 we were in the midst of a crippling chip shortage and wafer price hikes? How is 2021 not stronger than 2020 thus far? Any thoughts as to 2022?
Hsinchu, Taiwan, R.O.C. – Nov. 10, 2021 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2021: On a consolidated basis, revenue for October 2021 was approximately NT$134.54 billion, a decrease of 11.9 percent from September 2021 and an increase of 12.8 percent from October 2020. Revenue for January through October 2021 totaled NT$1,283.77 billion, an increase of 17.0 percent compared to the same period in 2020.
Hsinchu, Taiwan, R.O.C. – Nov. 10, 2021 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2021: On a consolidated basis, revenue for October 2021 was
October 2021 revenue is a 12.8% increase from October 2020. January to October 2021 revenue is a 17% increase compare to January to October 2020. Both indicate a stronger 2021 than 2020.
YoY is still very healthy, and October 2021's revenue is still the 4th best month of the year so far - upper half.
The way it's bouncing between months makes me think there is some weird "weekly" / "weekend" calculation stuff going on inbetween months - some months maybe getting 5 weeks of shipment while other months 'just get' 4 weeks of revenue.
What % of sales are legacy nodes that are automakers and analog parts that are in shortage?
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