Wafer foundry leader TSMC (2330-TW)(TSM-US) announced today (7) September revenue, benefiting from Apple (AAPL-US) The sales of new processors are heating up, revenue reached 208.248 billion yuan, and continued to stand at 200 billion yuan, but fell slightly by 4.5% from the previous month, an annual increase of 36.4%, the second highest single month, and also terminated for two consecutive months A record high; revenue in the third quarter was 613.142 billion yuan, a quarterly increase of 14.8% and an annual increase of 47.85%, a new high and better than the original financial forecast.
The cumulative revenue of TSMC in the first three quarters reached 1 trillion 638.359 billion yuan, an annual increase of 42.6%.TSMC benefited from Apple’s new product injection in the third quarter, plusNew Taiwan DollarAgainst the U.S. dollar, it depreciated by more than 6.7% in a single quarter, and the depreciation exceeded TSMC’s original forecast of 29.7 yuan.New Taiwan DollarPricing revenue and gross profit margin. Foreign investors expect that TSMC’s gross profit margin in the third quarter is expected to exceed the standard, break through the 60% mark and rewrite a new high, and will earn nearly one share capital.
However, TSMC’s major customer Super Micro (AMD-US) on Thursday (6th) announced its preliminary financial report following the market. Affected by the weaker-than-expected PC market and supply chain problems, the third-quarter revenue was estimated to be only US$5.6 billion, equivalent to a quarterly decline of 15%, which was far worse than expected. May turn a loss.
With the explosion of Super Micro’s financial report, plus Huida (NVDA-US) previously admitted that the operation in the third quarter was not as good as expected, and the market believes that TSMC will face pressure on the momentum of customer orders in the fourth quarter and next year.
TSMC said it estimated that its revenue in the third quarter would reach $19.8-20.6 billion, in exchange for $1New Taiwan Dollar 29.7 yuan calculation,Taiwan dollarThe revenue is regarding 588.06-611.82 billion yuan, which is equivalent to a quarterly increase of 10-14.5%, and the gross profit margin is estimated to be 57.5-59.5%. There is a chance to surpass the second quarter.
TSMC will hold a meeting next Thursday (13th), saying that in addition to announcing its third-quarter earnings report and forecast, the market will focus on customer inventory adjustments, price increases, whether to lower capital expenditures this year and outlook for next year.
