Jiwei.com News, TSMC is scheduled to hold a legal meeting on October 13. 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. Industry insiders said it remains to be seen whether TSMC will modify its CAGR expectations for capital expenditure and revenue in the legal opinion.
TSMC announced its September financial report, with operating income exceeding NT$200 billion NT$4 (US$6.3 billion). Operating revenue in the third quarter was NT$613.14 billion, a quarterly increase of 14.8%, 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.
Regarding the market's speculation that TSMC's main customers may cut wafer foundry orders, TSMC previously reiterated that the production capacity plan for this year remains unchanged.
In addition, UD 's September financial report was announced, with revenue in September falling by 0.5% to NT$25.22 billion; revenue in the third quarter was NT$75.39 billion, a quarterly increase of NT$4.6%, setting a record high. However, another foundry, the world's advanced revenue hit a 14-month lowest in September, at NT$3.69 billion; revenue in the third quarter was NT$13.33 billion, down 12.9% from the same period last year.
According to SIA data, 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.
(Proofreading/Zhao Yue)
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