According to Jiwei.com, TSMC's financial report released today (10) showed that its revenue in February was NT$106.534 billion (same unit below), which was a month-on-month decrease of 15.9% due to the Spring Festival holiday and fewer working days, but it was still a year-on-year increase of 14.1%, setting a new record for the same period in history. In addition, the company's revenue in the first two months was NT$233.283 billion, an increase of 18.4% year-on-year.
According to a report by Juheng.com, TSMC estimates that its first-quarter revenue will be approximately US$12.7-13 billion, a quarterly increase of 0.16-2.5%, with a gross profit margin of 50.5-52.5% and an operating profit margin of 39.5-41.5%.
It is reported that TSMC's capacity utilization rate remains high, thanks to strong demand for high-performance computing and the recovery of automotive demand, while the seasonal impact of smartphones has eased slightly.
Earlier, there were reports that TSMC had no capacity to provide to customers due to full production capacity, and that it had recently stopped quoting to customers due to the disorder in the price trend of the wafer foundry market. However, TSMC emphasized that it is committed to providing value to customers and will not comment on price-related issues.
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