The Russian-ukrainian War Photo Restoration

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Ahad
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Joined: Mon Jul 04, 2022 5:37 am

The Russian-ukrainian War Photo Restoration

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As the world's largest semiconductor foundry and the windsock of the semiconductor industry, TSMC once again delivered dazzling financial results in the first quarter. Under the unfavorable impact of the Russian-Ukrainian war and the closure of Shanghai in the first half of the year, what did TSMC give? Outlook? How do we look at the semiconductor cycle today (2022) and next year? This article will take you one by one. TSMC's 2022 Q1 revenue and double rate both beat the high standards of financial forecasts TSMC's 2022 Q1 revenue reached US$17.56 billion, a record high again, with an annual increase of 36% and a quarterly increase of 11.6%; gross profit margin was 55.6% and operating profit margin was 45.6%, both in terms of revenue and double rate. The financial forecast is high, and the single-quarter EPS came to 7.82. The revenue details are as follows: From the perspective of technology platforms,

mobile phones and HPC continue to be TSMC's largest revenue players. Although the proportion of mobile phone revenue has dropped significantly to 40% (the top 44%), a new low since Q2 2018, HPC high-performance computing accounts for a large proportion. For the first time, it surpassed the mobile phone to 41% (the top 37%), and the scale increased by 26% quarter-on-quarter, taking over the current main Photo Restoration
revenue growth momentum of TSMC. In addition, although the proportion is still small, automotive electronics (accounting for 5%) also saw a strong quarterly growth of 26%, validating our continued reminder to users that trends in the semiconductor industry will gradually diverge. In terms of process nodes, the revenue scale of 5nm and 7nm accounted for 20% (top 23%) and 30% (top 27%), respectively, and the overall proportion of advanced processes (5nm and 7nm) was still Maintain the 50% level,

and continue to expand the scale of advanced process revenue driven by the demand of large data centers in the United States. Overall, TSMC's Q1 revenue and profit were better than expected, not only because of the current strong demand for servers and automotive electronics, but also because of the overall increase in foundry prices in August last year, which reflects As a leader in the foundry market, TSMC still has a strong ability to transfer even under the pressure of high inflation and high capital expenditure; in addition, the Taiwan dollar has responded to the Federal Reserve's rapid interest rate hike and balance sheet reduction since the beginning of the year, three months. The rapid depreciation of 5% has also become one of the main reasons for supporting TSMC's gross profit margin.
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