TSMC Wafer Foundry Leader (2330-TW) (TSM-USA) announced today (7) September revenue, benefiting Apple (AAPL-USA) Sales of new processors are heating up, revenues 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 month, and also ended for two consecutive months A record record; 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.
TSMC’s cumulative revenue in the first three quarters reached 1 trillion 638.359 billion yuan, an annual increase of 42.6% .TSMC benefited from Apple’s injection of new products in the third quarter, plusNew Taiwan dollarAgainst the US 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 dollarPrice of revenues and gross profit margin. Foreign investors expect TSMC’s gross profit margin in the third quarter to exceed the standard, cross the 60% mark and rewrite a new high and almost earn equity.
However, TSMC Super Micro’s main customer (AMD-USA) Thursday (6th) announced its preliminary financial report after the market. Affected by the weaker-than-expected PC market and supply chain problems, third quarter revenue was estimated at just $ 5.6 billion, equivalent to a quarterly decline of 15%, which was far worse. expected. It could turn into a loss.
With the explosion of Super Micro’s financial report, more Huida (NVDA-USA) previously admitted that the deal in the third quarter did not live up to expectations and the market believes that TSMC will experience pressure on customer order momentum in the fourth quarter and next year.
TSMC said it has estimated that its third quarter revenue will reach $ 19.8-20.6 billion, in exchange for $ 1New Taiwan dollar 29.7 yuan of calculation,Taiwan dollarThe turnover is about 588.06-611.82 billion yuan, which is equivalent to a quarterly increase of 10-14.5%, and the gross profit margin is estimated at 57.5-59.5% .C ‘ is the chance to get through the second quarter.
TSMC will hold a meeting next Thursday (13), stating that in addition to announcing the third quarter earnings report and forecast, the market will focus on customer inventory adjustments, price hikes, eventual reduction of account expenses. capital this year and the prospects for next year.
