TSMC's third-quarter revenue hits record high as iPhone 13 and chip demand are strong-EEWORLD

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According to reports, TSMC today released its revenue data for September and the third quarter of 2021. In the third quarter, as the world's largest chip foundry, TSMC's revenue hit a record high, indicating that the company is benefiting from the continued global chip shortage.

In September, TSMC's revenue was NT$152.7 billion, a year-on-year increase of 20%. For the entire third quarter, TSMC's revenue was NT$414.7 billion (about US$14.8 billion), slightly higher than the average analyst expectation of NT$413 billion.

In comparison, TSMC's revenue in the first quarter of this year was NT$362.4 billion (approximately US$12.7 billion), a year-on-year increase of 16.7%; its revenue in the second quarter was NT$372.1 billion (approximately US$13.3 billion), a year-on-year increase of 19.8%.

Typically, TSMC's third-quarter performance is driven in advance by the "Christmas shopping season" in the fourth quarter, as companies such as Apple place orders in advance to welcome the arrival of the shopping season. This year, Apple has just launched the new iPhone 13 series, and market demand is very strong.

However, capacity constraints have limited TSMC's ability to fulfill its contracts to a certain extent. In addition, TSMC has also had to shift some of its resources to produce relatively low-priced chip products for industries such as automobiles, as these industries are the most affected by the global chip shortage.

Regarding TSMC's third-quarter performance, industry analyst Charles Shum said: "Supported by strong orders from customers such as Apple and AMD, especially 7-nanometer and 5-nanometer chip orders, TSMC's third-quarter revenue reached its guidance of US$14.7 billion. But we believe that TSMC's operating profit may be lower than the average analyst expectation of US$5.97 billion. The slowdown in the growth of Android smartphones, especially mid- and low-end models, may affect TSMC's shipments of "high-margin mature node" chips."

Today, TSMC's stock price fell 0.9%. Prior to this, TSMC's stock price rose 8.5% this year. On October 14, TSMC will release detailed third-quarter financial report.

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