Wu Lingxiang, the editor -in -chief editor of the Technology Electronics News Digitimes Asia, pointed out in an interview with Lianhe Morning Post that TSMC's performance explained "in line with pessimistic expectations" and there was no surprise or fright.He said that the rhythm of TSMC overseas and local layout has been affected by the international and cross -strait situation.
Taiwan's accumulated circuit manufacturing company (TSMC) has reduced the annual revenue target and may face the first decline in 14 years.Capital expenditures have remained unchanged throughout the year, and they are preparing to recruit more than 6,000 new employees in the local area.
Experts interviewed analyzed that TSMC's performance reflects the downturn and unclear prospects of the global scientific and technological market.From the perspective of local and overseas layout and expansion, the core advanced process technology will still remain in Taiwan.
TSMC held a quarterly performance legal person instructions on Thursday (April 20), revealing that the first quarter of consolidated revenue of 16.720 million US dollars (the same below, about 22.262 million yuan), reached the original originalThe low -end targets of 16.7 billion to 17.5 billion US dollars are booked, and net profit decreases by 30%quarterly, an annual increase of 2.1%.
Looking forward to the second quarter revenue, TSMC is estimated to be from 15.2 billion US dollars to 16 billion US dollars, slightly lower than the average predicted by analysts 16.1 billion US dollars.Based on the medium value of $ 15.6 billion, it is equivalent to a quarterly decrease of about 6.7%.
The President of TSMC Wei Zhejia told analysts at the conference call that although the market is bottoming out and stabilizing, the smartphone and personal computer markets continue to weaken.
It is remarkable that in view of the weakening of the terminal market demand than expected, TSMC has grown from a slight increase in revenue targets from a slight decline, and the decline is 1%to 6%.TSMC's revenue has grown for 13 consecutive years, which will be the first decline in 14 years.
TSMC said that due to the leading technology, its performance will still be better than the average of the overall industry.
TSMC is a semiconductor chip (also known as chip) foundry leader, providing the most core computing processor for smartphones, computers and artificial intelligence technology.
TSMC revealed that the shipping of the five -nanometer process accounts for 31%of the first quarter chip sales; the seven -nanometer process accounts for 20%, and the total number of advanced process revenue of Qi Nan and the following is 51%.One nanometer (NM) is one -million -million -dollar millimeter (mm).
TSMC will look at the main year's capital expenditure in the future
Although the market conditions are not ideal, TSMC has seen the future in the future, and the annual capital expenditure used to upgrade and expand production capacity will remain unchanged between $ 32 billion and $ 36 billion.
Regarding talent employment, TSMC revealed that more than 900 people have hired in the US factory and about 370 people in Japan. This year, it also plans to recruit more than 6,000 new employees in Taiwan.TSMC has more than 60,000 employees worldwide.
Wu Lingxiang, the editor -in -chief of the Digitimes ASIA DIGITIMES Asia, pointed out in an interview with Lianhe Morning Post that TSMC's performance explained "in line with pessimistic expectations" without surprise or scare.
He believes that the global scientific and technological market demand is sluggish and the prospects are unclear, and it cannot be predicted that the next half of the year will stop.
"For example, ChatGPT and even artificial intelligence are very popular, but how much real demand can be created is unclear. Unknown demand has also caused the speed of inventory to dewlocate unclear. In additionAccurate prediction. "
Wu Lingxiang pointed out that the Wei Zhe family said earlier this year that in the next five years, the overseas production capacity of 28 nanometer and more advanced process technologies will reach 20%to 80%.
He said that the rhythm of this overseas and local layout is affected by the international and cross -strait situation."In principle, the higher the possibility of walking into the fierce battle between the two sides of the strait, the more uncomfortable the countries will hope that the production capacity of the high -end chip of TSMC will be more dispersed outside Taiwan."
From the perspective of TSMC's layout, Wu Lingxiang believes that the core advanced process technology will still leave Taiwan.This includes the current two -nanometer process, chiplet (Chiclet), and 3D stack packaging technology. Only 8,000 R & D engineers in Taiwan can continue to advance and adjust it to overseas factories after being transferred to the ideal rate in Taiwan.Essence
