中国家官网 News Recently, according to Korean media Business Korea, TSMC's revenue in the last quarter surged by 48% compared with the same period last year, reaching NT$4613.1 billion (about 27.5 trillion won). When Samsung Electronics announced its initial valuation of the previous quarter's financial report last week, it did not announce the performance of semiconductor business. The market estimate is expected to reach 24 trillion to 25 trillion won, which is inferior to TSMC and has also given up the world's leading semiconductor industry.
has been the throne of the world's number one semiconductor revenue for Samsung and Intel for a long time. The former's flagship product is memory chips, while the latter focuses on personal computers (PCs) central processing units (CPUs). However, due to weak demand in downstream industries (such as PCs and smartphones), it has had a serious impact on the performance of Samsung and Intel, the demand for TSMC's wafer foundry industry is still booming, leading the company to overtake Samsung and Intel.
According to TSMC's recent September financial report, its operating income exceeded NT$200 billion (US$6.3 billion). Operating revenue in the third quarter was NT$613.14 billion, a quarterly increase of 14.8%, setting a record high; as of September, TSMC's cumulative revenue this year rose 42.6% from the same period last year to NT$1.64 trillion.
According to the latest data from SIA, global semiconductor sales increased by 0.1% year-on-year, but fell by 3.4% month-on-month to US$47.4 billion in August. SIA President and CEO John Neuffer said that sales in August fell by the largest percentage since February 2019 as global semiconductor sales growth stagnated in recent months.
Faced with the current sluggish market, UBS Securities said that TSMC's 7nm process may only remain in capacity utilization in the first half of next year, while the overall capacity utilization rate may fall between 85% and 89%, which is more than 90% lower than the previous expectations.
Although TSMC has achieved historic good results in performance at present, there is still great uncertainty in the semiconductor market in the future. According to Taiwan's Electronic Times, the industry predicts that TSMC will be conservative about its business prospects in the fourth quarter of this year and the first half of next year.
(Proofreading/Li Xiaoyan)
