TSMC once again repaired the annual revenue forecast and warned that although artificial intelligence developed vigorously, the downturn in the global electronics industry may last for a while.
Comprehensive Taiwan United Daily News, Central News Agency and Bloomberg reported that the President of TSMC Wei Zhejia said on Thursday (July 20) to host the online law.TSMC once again reduced the output value and revenue estimates of wafer foundry for the year.
Among them, the annual revenue of the US dollar is expected to be repaired from the original 1%to 6%to 10%, the output value of the foundry industry in the wafer foundry has decreased from 7%to 9%, and the downward renovation to the decline of 14%To 16%, the output value of semiconductors (deducting memory) fell 4%to 6%.
Wei Zhejia warns that although the demand for artificial intelligence has increased, it still cannot completely make up for the current inventory adjustment and poor economic prospects.
TSMC also announced the second quarter operation results at the French Conference.TSMC's second quarter revenue was US $ 15.68 billion (about S $ 20.7 billion), and successfully achieved a target of US $ 15.2 billion to US $ 16 billion, but still declined by 5.5%month -on -month.
Affected by the low capacity utilization rate and the cost of higher electricity prices, the gross profit margin of TSMC in the second quarter was 54.1%, a decrease of 2.2 percentage points from the first quarter;NT $ 7.742 billion), a decrease of 12.2%month -on -month.
Bloomberg reported that this was the first time TSMC's quarterly recorded quarterly profit declined in the past four years, reflecting the decline in global smartphones and personal computers, which brought a serious impact on this global wafer foundry leader.
Report analysis, although the manufacturing orders related to artificial intelligence chips are rapidly increasing, TSMC's profit trajectory in the second half of the year may still be severely dragged down by the downturn in the smartphone industry.
In addition, Liu Deyin, chairman of TSMC, also confirmed at the meeting that the mass production schedule of the Arizona State Factory may be postponed from the end of 2024 to 2025; the Japanese plant will be as scheduled at the end of 2024 as scheduled at the end of 2024.Mass production.
The announcement of Liu Deyin confirmed the report of Nikkei Asia at the end of June, saying that the construction progress was backward due to factors such as the shortage of labor, and the cost was exceeded expected.
