Recently, TSMC, the world’s largest chip foundry, announced the latest data. Data show that TSMC’s revenue in June this year was approximately NT$175.87 billion (approximately RMB 39.57 billion), a year-on-year increase of 18.5% compared to last year, but a month-on-month decrease of 5.3%. TSMC’s cumulative revenue in 2022 will be approximately NT$1.025 trillion, or approximately RMB 230.625 billion, an increase of nearly 40% compared with revenue in the first half of last year.
(picture from TSMC)
Currently, TSMC has not announced its net profit income for the month, and more details may be disclosed later. Xiaolei believes that the lifeblood of chip foundry is almost "controlled" by TSMC. The profit margin is naturally very large. With the recent increase in the unit price of chip foundry, the company must be well fed. Even if chip foundry prices increase, orders from manufacturers are still coming in, and TSMC is simply too busy.
Although TSMC has made a lot of money, judging from the latest data, there is still a month-on-month decline. Xiaolei speculated that the main reason may be that the consumer market demand is weak, and manufacturers have lowered their sales expectations and cut orders from TSMC. The recent sales of electronic products are indeed not very optimistic. Not many people are buying graphics cards, notebooks and other products in the PC market. According to supply chain news, major PC manufacturers have begun to reduce order quantities.
(Picture from Pixabay)
In terms of smartphones, the average replacement cycle has become longer. The wave of new phones one after another has made many people feel tired. The appeal and improvement are not large, resulting in consumers not being too big consumption power. In the past 618, apart from mid- to low-end Android products, the only ones that performed well were , Apple, and iPhones.
As TSMC’s most “loyal” customers, Apple, and Intel “occupy” most of the production capacity of advanced processes every year for their most cutting-edge products. In the past two years, the performance of Android flagships has not been ideal, which has reduced iPhone sales. It’s rising steadily, and TSMC is the one benefiting from it.
(picture from Apple official)
Xiao Lei also reported before that TSMC’s employee benefits have also been better recently. Not only are there salary increases to a certain extent, employees can also purchase shares under the company’s incentives, which can retain old employees. , and at the same time, more new employees can be recruited to "enter the factory." In addition, TSMC has also invested trillions of NT dollars to expand its 2nm production capacity layout, hoping to solve the global chip shortage problem.
Although Samsung is the world's second largest OEM, its performance in recent years has not been very satisfactory. Samsung's Exynos chip research and development has been suspended, and recently it has lost Qualcomm , a major customer. The revenue is not expected to be very good. Of course, the yield rate of Samsung’s recently announced mass production of 3nm is not very satisfactory. I don’t know when it will be able to achieve “overtaking in corners” and keep up with TSMC.
