Due to the decline in global smartphones and personal computers, the Taiwan Style Circuit Manufacturing Corporation (TSMC) has repaired the annual revenue outlook for the second time.Wei Zhejia, the president of TSMC, warned that although artificial intelligence (AI) demand is strong, the macroeconomic prospects are weaker than expected.
TSMC President Wei Zhejia presided over the legal person instructions for investment institutions on Thursday (July 20), saying that due to the longer time of the adjustment of the semiconductor supply chain inventory, TSMC will estimate the annual revenue estimation of the annual revenue.From the first time in April this year to 4 % to 6 %, it was further reduced to 10 % of the annual decline.
TSMC supplies more than 90 % of the cutting -edge semiconductor chips worldwide, including the recent red fire artificial intelligence (AI) chip.The company's annual revenue in 2022 reached US $ 75.88 billion (about S $ 100.3 billion), an increase of 33.5 % year -on -year.TSMC's revenue has grown for 13 consecutive years, and this year will be the first decline in 14 years.
Wei Zhe's family admits that macroeconomic prospects are weaker than expected, including slower economic recovery in mainland China and poor terminal demand.Although AI demand is strong, it cannot completely make up for the current inventory adjustment and poor economic prospects.
TSMC also announced at the French Conference. The second quarter revenue reached 15.677 billion US dollars (about S $ 20.7 billion), and successfully achieved the target of US $ 15.2 billion to 16 billion US dollars, but still declined by 5.5 % from the first quarter of the first quarter.Essence
Affected by the low capacity utilization rate and the cost of high 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; the net profit attributable to the parent company in the second quarter was NT $ 181.8 billion (about 7.739 billionXinyuan), a decrease of 12.2 % month -on -month.
In addition, Liu Deyin, chairman of TSMC, also confirmed that the mass production time of the Arizona State Factory may be postponed until 2025. This confirms the report of the Nikkei as Asia at the end of June, saying that the TSMC Arizona State Plant is due to the shortage of labor.The construction progress is backward and the cost is exceeded.
Chen Ziang, a senior semiconductor industry consultant, reviewed in an interview with Lianhe Morning Post. On Wednesday (July 19), the Asian Development Bank predicted that the economic growth of the Chinese economy in Asian development this year has increased its economic growth rate to 1.5%.He believes that TSMC's revenue outlook verifies this judgment. The key reason why Taiwan's economic outlook is not optimistic is that the information technology industry is still in the stocking stage, and the speed of clearing goods is not as good as expected.
He said that of about 14 million servers worldwide, only 140,000 AI servers, only 1%.Therefore, although AI has grown strongly, it is not enough to drive the overall economy.The AI industry needs to make a graphic processor (GPU) composed of high -performance computing chips (HPC) into a server.
In addition, Su Zifeng, a US President Biden Science and Technology Advisor and CEO of Ultra -micro (AMD), visited Taiwan this week to win customers and receive honorary doctorate degrees at universities, driving AI concept stocks soaring.
Chen Ziang said that although Chaou surpassed Intel in the central processor (CPU) market, it accounted for less than 10 % in the GPU market used for AI.Huida) The rivers and mountains.Regardless of whether it is super micro -or -Nvida, the chips are all over TSMC, so they can only compete for design, marketing brands and prices.
