Today (14), TSMC, the leading foundry company, held a third quarter corporate briefing. The company's president, Wei Zhejia, pointed out that according to the latest quarterly financial report, TSMC's full-year revenue growth rate this year will reach 24%.
According to Taiwan media United Daily News, Wei Zhejia said that the development of 5G and high-performance computing will lead to a significant increase in demand for high-performance computing and low power consumption in the next few years, all of which require TSMC's advanced process support. These major trends will not only increase the number of unit products, but also increase the semiconductor content in high-performance computing, smartphones, automotive electronics and IoT-related applications.
In addition, TSMC CFO and spokesman Huang Renzhao responded to the company's long-term gross profit margin trend, which is widely concerned by legal persons. He pointed out that the six factors that determine TSMC's profitability are: leading technology development and mass production, product pricing, cost reduction, capacity utilization, technology combination, and uncontrollable exchange rates. The company re-evaluated the above six factors and believed that in the long run, a gross profit margin of more than 50% is achievable.
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