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At 2:00 p.m. on July 16, TSMC held a second quarter 2020 corporate briefing. From a revenue perspective, the company's consolidated revenue for the second quarter ended June 30, 2020 was NT$310.7 billion, and its net income was NT$120.82 billion (US$4.1 billion), far higher than the average forecast of NT$111.83 billion from 19 analysts compiled by Refinitiv. Diluted earnings per share were NT$4.66 (US$0.78 per ADR unit).
In terms of technology, TSMC revealed that its 3nm process is expected to enter risk production in 2021 and mass production in the second half of 2022. Compared with the 5nm process, 3nm will bring a 70% density increase, a 10%-15% rate gain, and a 20-25% power increase.
When referring to the impact of Huawei on TSMC's business, a TSMC spokesperson said: "TSMC will fully comply with all regulations and will not accept any new orders. Although it is too early to say, from the current situation, TSMC will not plan to ship wafers for Huawei after September 14, which will be a major challenge for the company's cooperation with other customers. We are working hard to fill the gap and it is going smoothly."
Net profit in the second quarter surged 81%, setting a record for the largest profit in six years
Yesterday, TSMC announced that in the second quarter ended June 30, 2020, the company's comprehensive revenue was NT$310.7 billion and net income was NT$120.82 billion (US$4.1 billion), far higher than the average expectation of NT$111.83 billion from 19 analysts compiled by Refinitiv. Diluted earnings per share were NT$4.66 (US$0.78 per ADR unit).
Compared to the same period last year, second quarter revenue increased 28.9%, while net income and diluted earnings per share both increased 81.0%. Compared to the first quarter of 2020, the second quarter results represent essentially flat revenue and a 3.3% increase in net income. TSMC also reported a gross margin of 53%, beating its previous guidance of 50%-52%.
Image source: TSMC financial report
TSMC's quarterly profit beat analysts' expectations in six years, highlighting how the company's leadership in technology has helped the chipmaker weather the pandemic and U.S. restrictions on Huawei.
In terms of process, TSMC's 7nm chip shipments accounted for 36% of total wafer revenue in the second quarter, and 16nm chips accounted for 18%. Advanced technology, defined as 16nm and more advanced technology, accounted for 54% of total wafer revenue.
Image source: TSMC financial report
In terms of technology application areas, except for high-performance computing which grew by 12%, others such as smartphones, the Internet of Things, automotive electronics, and consumer electronics all declined to varying degrees.
Image source: TSMC financial report
Become the world's most valuable semiconductor company
Samsung Electronics is now the world's second-largest semiconductor company by market value, despite a fall in its share price, the latest data shows.
As of last Friday, Samsung's total market value was $261.9 billion, second only to TSMC's $306.3 billion, according to data from corporate tracker CEO Score and Yonhap News Agency analysis.
TSMC is the world's largest foundry chip maker, accounting for 51.9% of the global foundry market in the second quarter of this year, according to market tracker TrendForce.
Samsung is the world's leading memory chip manufacturer, and also produces smartphones, TVs and other terminal products. From April to June this year, Samsung accounted for 18.8% of the global chip foundry market share.
Data from CEO Score shows that TSMC's stock price has risen 2.8% since the beginning of the year, while Samsung's stock price has fallen 4.5% during the same period.
Close behind is Nvidia, with the GPU company's market value soaring 75% in seven months to $257.7 billion as demand for its products increased during the outbreak.
Intel Corp., the world's largest chip company by sales, ranked fourth with $252 billion in sales, and its stock price fell 3.8% from the beginning of the year, according to CEO Score.
Broadcom ranked fifth with $128.4 billion, followed by Texas Instruments with $119 billion and Qualcomm with $104 billion.
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