TSMC

TAIWAN Semiconductor Manufacturing Co (TSMC) slashed its 2022 capital spending target by roughly 10 per cent, a dramatic sign of trouble for the technology ...

Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, said Thursday that its ...

They are lobbying TSMC and other chipmakers to set up factories in the United States. The company and Sony Corp. "Therefore, our initial assessment is the impact to TSMC is limited and manageable," Wei told analysts. Those controls are based on limiting the ability of TSMC and other suppliers to use U.S. Washington says Huawei is a security risk and might facilitate Chinese spying, which the company denies. TSMC announced plans last year to build its first chip factory in Japan.

TOKYO—Taiwan Semiconductor Manufacturing Co. cut its capital expenditure forecast by about 10% this year, despite reporting a record quarterly profit surge, ...

Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, says its quarterly profit ...

They are lobbying TSMC and other chipmakers to set up factories in the United States. The company and Sony Corp. “Therefore, our initial assessment is the impact to TSMC is limited and manageable,” Wei told analysts. Those controls are based on limiting the ability of TSMC and other suppliers to use U.S. Many of their products are assembled by factories in [China](https://abcnews.go.com/alerts/Taiwan), which has exposed TSMC to the possible impact of U.S.-Chinese tension over technology and security. Washington says Huawei is a security risk and might facilitate Chinese spying, which the company denies.

TSMC expects business to be broadly flat in the current quarter, as weakening customer demand is offset by its 5nm chips.

[earmarked $40 billion to $44 billion](https://www.mobileworldlive.com/asia/asia-news/tsmc-plots-capex-splurge/) compared with $30.4 billion in 2021. [revenue forecast](https://www.mobileworldlive.com/asia/asia-news/tsmc-profit-surges-to-record-level/) from 30 per cent to the mid-30 per cent range. TSMC forecast revenue of between $19.9 billion and $20.7 billion for the current quarter, with gross profit margin in the range of 59.5 per cent and 61.5 per cent compared with 60.4 per cent in Q3.

Chipmakers are benefiting for demand for next-generation telecoms, high-performance computing and chips for use in products from cars to medical devices.

They are lobbying TSMC and other chipmakers to set up factories in the United States. The company and Sony Corp. “Therefore, our initial assessment is the impact to TSMC is limited and manageable,” Wei told analysts. Those controls are based on limiting the ability of TSMC and other suppliers to use U.S. Washington says Huawei is a security risk and might facilitate Chinese spying, which the company denies. TSMC announced plans last year to build its first chip factory in Japan.

Taiwanese chip making behemonth TSMC beat revenue guidance for calendar Q3, as expected, but has cut its investment budget by at least 10 percent in the ...

The move shows how the restrictions are likely to have a wider impact beyond China and US companies. According to Nikkei Asia, CEO C.C. TSMC is understood to be one of several prominent chipmaking companies that have been granted such a license by US authorities, but others in the semiconductor industry are reportedly concerned about the impact restrictions will have on trade. TSMC is also cutting back on capital investment. Wei confirmed that it will be allowed to continue buying US chipmaking equipment for its expansion in Nanjing, China, at least for the duration of the license. It had intended to spend at least $40 billion this year, but this is understood to have reached only about $25 billion so far and is likely to max out at about $36 billion by the end of the year.

Taiwan Semiconductor Manufacturing Co is the world's largest and most advanced producer of semiconductors, and is therefore a “bellwether” for the.

The number of tapeouts for the N3 and N3E processes is more than twice that of the N5 process at the same point in its history, and demand is expected to be strong in 2023 and 2024. And that’s why we say 2023 is still a growth year for TSMC and the overall industry probably will decline.” Wei added that 3N demand exceeds supply because of foundry tooling constraints – which means pricing can be very profitable for the foundry – and that N3 process would be “fully utilized” next year and would in fact be higher than the 5 nanometer N5 process was in its ramp in 2020. The N7 and related N6 refined process, in fact, will not be seeing the same foundry capacity utilization as has been the case for the past three years as this was the advanced node in production, and Wei said further that this slump for N7 and N6 production would persist through the first half of 2023. The company still makes chips using 250 nanometer and larger geometries, and chips using 16 nanometer or larger processes still make up 46 percent of revenue. As you can see from the chart above, the HPC segment has been rising steadily, and we think will eventually permanently surpass the Smartphone segment as the top revenue generator for TSMC. Which is how we are down to TSMC, Samsung, and Intel as the three foundries committed to the advanced chip making processes that are key to the compute and networking engines that are the very foundation of the datacenter. The HPC segment accounted for $7.89 billion in sales, up 43.3 percent, and chips the Smartphone segment accounted for $8.29 billion, up 26.7 percent. “Longer term, we continue to work closely with our customers to develop specialty and differentiated technology and are confident to drive additional waves of structural demand to backfill our N7 and N6 capacity over the next several years. A bellwether is supposed to be the lead sheep in a flock, and is called that because it has a bell around its neck so it can be identified by the shepherd and also by the sheep following it. The cash pile is growing faster than the rate of inflation on the price of a fab (we think), so that is good. And in Q3 2022, which was a jumpy one in the semiconductor industry, TSMC’s capital expenditures rose by 29.2 percent to $8.75 billion.

AMSTERDAM : Shares in Dutch semiconductor equipment maker ASML fell 7 per cent on Thursday after its biggest customer Taiwan Semiconductor Manufacturing Co ...

"The main short-term risk we see is on the margin. "The revenue risk is mainly due to push-outs," he said. Advertisement

Taiwan Semiconductor Manufacturing Co. slashed its 2022 capital spending target by roughly 10%, a dramatic sign of trouble for the technology industry from ...

Executives at the world's most important chipmaker made a valiant attempt at calming global nerves Thursday over the outlook for the semiconductor sector.

It’s hard to find comfort when even the king of the technology jungle takes a tumble. Its position as the world’s most-advanced semiconductor company and a monopoly over the high-end components used in smartphones, data centers and high-performance computers seemed to make it immune to the troubles of lesser firms. all signaling pain in the sector, TSMC had stood out as the last beacon of hope. lack the confidence to keep high stockpiles in anticipation of future orders. The company also flagged the possibility of lower spending next year. As recently as July, TSMC was predicting it would shell out a record $40 billion, compared to an earlier forecast of as much as $44 billion.

TAIPEI - Taiwan Semiconductor Manufacturing Co (TSMC) slashed its 2022 capital spending target by roughly 10 per cent, a dramatic sign of trouble for the ...

Third-quarter shipments of desktop and laptop computers slumped 15 per cent, according to IDC data, and chip companies like Advanced Micro Devices have said they were surprised by the speed and sharpness of the downturn in demand. The impact of the US curbs will be manageable, he said. The Biden administration measures limit the ability of companies that use US technology to sell products to China. The curbs mean about 5 per cent-8 per cent of TSMC's total revenue will likely be restricted, they said. Applied Materials, a leading producer of chip-making equipment, slashed its forecast for the fourth quarter, while Intel is said to be preparing to fire thousands. It's unclear, however, if foreign firms will be allowed to move up the technology ladder, or have American employees working on the lines in China.

TSMC shares jumped more than 4% on Friday morning, outperforming the broader market , after the Taiwanese chipmaker announced a forecast-beating ...

[(2303.TW)](https://www.reuters.com/companies/2303.TW), were also up more than 4% on Friday morning. [(AAPL.O)](https://www.reuters.com/companies/AAPL.O) supplier and the world's largest contract chipmaker, posted on Thursday an 80% on-year surge in profit for the July-September period of 2022, the strongest growth in two years. However, the company also trimmed capital spending by at least 10% for this year. Register now for FREE unlimited access to Reuters.com It reports third-quarter earnings on Oct. [(2330.TW)](https://www.reuters.com/companies/2330.TW) shares jumped more than 4% on Friday morning, outperforming the broader market [(.TWII)](https://www.reuters.com/quote/.TWII), after the Taiwanese chipmaker announced a forecast-beating third-quarter profit, though it struck a more cautious note on upcoming demand.

TSMC shares jumped more than 4 per cent on Friday (Oct 14) morning, outperforming the broader market, after the Taiwanese chipmaker announced a ...

TAIPEI :TSMC shares jumped more than 4per cent on Friday morning, outperforming the broader market, after the Taiwanese chipmaker announced a ...

It reports third-quarter earnings on Oct. Shares in domestic rival, United Microelectronics Corp, closed up 6.3per cent on Friday. TSMC shares have fallen more than 30per cent so far this year