TSMC Reports Record January Revenues

[TheLostSwede]

Based on TSMC's official January 2022 revenue report, it looks like the company is set for another great year. Month-on-month revenues are up by 10.8 percent compared to December of last year and year-on-year revenues are up a whopping 35.8 percent. In actual money, that corresponds to a revenue of NT$172.18 billion, or roughly US$6.18 billion, so we're not talking about small potatoes here.

TSMC is forecasting a growth in sales of between 25 to 29 percent this year, assuming they can continue to deliver as expected to their customers. The first quarter sales are expected to land between US$16.6 and 17.2 billion, or around a 7.4 percent increase compared to last quarter. Its closest competitor in Taiwan also announced record profits, although at a mere NT$20.47 billion or about US$735 million. This is a month-to-month increase of a mere 0.95 percent, but an annual increase of a healthy 31.83 percent. UMC is expecting to be operating at full capacity for the remainder of this year, although no additional production capacity is expected. The company is said to be increasing its prices by five percent this year.



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[Legacy-ZA]

Yet, as end-users, we have to pay more for less.

 

[TheLostSwede]

Yet, as end-users, we have to pay more for less.

Yes, because TSMC are investing their profits into building new, more advanced fabs.
Although, I'm not sure what you're getting less and TSMC doesn't do the actual chip designs, so if their customers could design smaller chip dies...

This is very much relevant to the topic.

https://twitter.com/x/status/1492122953261383685

 

[looniam]

Yet, as end-users, we have to pay more for less.

https://twitter.com/x/status/1491964945856339968

 

[Fatalfury]

Although i m happy to see TSMC is driving the hardware front of technolgies but its
scary to depend on 1 company to make chips for most companies in the ENTIRE WORLD.

MONOPOLY is never good for anyone whatsoever...
Need Samsung and Intel to stepup thier game atleast before 2024 .

 

[DeathtoGnomes]

MONOPOLY is never good for anyone whatsoever...

TSMC didnt get where they are by playing the monopoly card. capacity and quality were a factor.

 

[Daven]

TSMC almost earns as much revenue as Intel. Things have definitely changed.

 

[Wirko]

Although i m happy to see TSMC is driving the hardware front of technolgies but its
scary to depend on 1 company to make chips for most companies in the ENTIRE WORLD.

MONOPOLY is never good for anyone whatsoever...
Need Samsung and Intel to stepup thier game atleast before 2024 .

Samsung is listening to you. They have been attempting to buy NXP (too expensive so far). Infineon. ST Microelectronics. Texas Instruments. Renesas. The number of companies actually developing and manufacturing stuff may soon shrink by five.

 

[mechtech]

Toss a coin to your foundry……a friend to……

 

[r9]

They has to be selling tech to aliens as while everybody reporting record sales while there are all sorts of shortages.

 

[Wirko]

They has to be selling tech to aliens as while everybody reporting record sales while there are all sorts of shortages.

Aliens: "We lend you this transistor, the interest rate is 100% every two years!"
Humans: "Sounds like a great deal!"
Aliens: "That's compound interest."
Humans: "Still good! We'll also let Gordon Moore know but he's too young to write important laws just yet!"

 

[bonehead123]

SuRpRiSe....... said nobody, hahaha

This just proves my theory, that TSMC actually stands for "The Smartest Manufacturing Company" !

 

[Prima.Vera]

The company is said to be increasing its prices by five percent this year.

Peace of shmit greedy companies. That's what you get when there is monopoly.

 

[TheLostSwede]

Peace of shmit greedy companies. That's what you get when there is monopoly.

But there isn't a monopoly, there are loads of foundries, they're just not willing to invest half or more of their revenue in pushing the cutting edge forward.

If TSMC announced on Monday that they'd hit a point where they no longer can shrink their nodes, people would be out with their virtual torches and pitchforks complaining about it and calling them losers. You can't have your cake and eat it.

 

[seth1911]

To bad for some fabless companys

Intel have a good strategy, cpu in the own fabs and buy ressources from TSMC for their gpu.
Its a win win for Intel and TSMC, Intel can sell their CPU Lineup to everyone and grap ressources from other fabless companys for the GPU Lineup.


But it will be bad for maybe, lets say AMD with outsourced CPU and GPU Lineup.

 

[ratirt]

To bad for some fabless companys

Intel have a good strategy, cpu in the own fabs and buy ressources from TSMC for their gpu.
Its a win win for Intel and TSMC, Intel can sell their CPU Lineup to everyone and grap ressources from other fabless companys for the GPU Lineup.


But it will be bad for maybe, lets say AMD with outsourced CPU and GPU Lineup.

You had to do it didn't you? Fuel the feud and gloat how smart Intel is and AMD sucks just because they have different approach. I wonder, how much resources Intel can really grab from TSMC.
For what I know AMD is secured already with both CPU and GPU.

TSMC is growing and getting more revenue, so my question is, is it because they have increased production or they have bumped the price a notch? Maybe both?

 

[Fluffmeister]

To bad for some fabless companys

Intel have a good strategy, cpu in the own fabs and buy ressources from TSMC for their gpu.
Its a win win for Intel and TSMC, Intel can sell their CPU Lineup to everyone and grap ressources from other fabless companys for the GPU Lineup.


But it will be bad for maybe, lets say AMD with outsourced CPU and GPU Lineup.

Are you suggesting real men have fabs?

 

[Wirko]

TSMC is growing and getting more revenue, so my question is, is it because they have increased production or they have bumped the price a notch? Maybe both?

A very good question, and one that market analysts often forget to ask themselves. Not simple to answer though, as products improve and gain value over time.

SuRpRiSe....... said nobody, hahaha

This just proves my theory, that TSMC actually stands for "The Smartest Manufacturing Company" !

T$MC ... Teradollarmaking company

 

[seth1911]

For what I know AMD is secured already with both CPU and GPU.

Yeah AMD is secured that they have nothing till 200€ against any Intel since Comet Lake, only the 4300G and 5300G for OEM

Or like Garbage GPU ala 6500, 6400, 6300 against a 1650, 1050ti, 1030


Whatever ill never buy any AMD GPU again since Adrenalin its full with useless tools and a bug driver like hell,
the last which work with no bugs was the 17. whatever 5 years old with the igp of my a10 7870k


Edit:
Amd become to a shithole Company since Ryzen, worse than Intel.
I bought till 2018 only AMD, but this asshole thing like the:
6500
B450 no Ryzen 5x support, after a shit storm it will
A320 no Ryzen 3x support, now it can support the 5600G
Renoir only OEM
5300G only OEM
etc. et all.

Im done with it i took my pink glasses about Amd into the bin.

 

[ratirt]

Yeah AMD is secured that they have nothing till 200€ against any Intel since Comet Lake, only the 4300G and 5300G for OEM

Or like Garbage GPU ala 6500, 6400, 6300 against a 1650, 1050ti, 1030


Whatever ill never buy any AMD GPU again since Adrenalin its full with useless tools and a bug driver like hell,
the last which work with no bugs was the 17. whatever 5 years old with the igp of my a10 7870k


Edit:
Amd become to a shithole Company since Ryzen, worse than Intel.
I bought till 2018 only AMD, but this asshole thing like the:
6500
B450 no Ryzen 5x support, after a shit storm it will
A320 no Ryzen 3x support, now it can support the 5600G
Renoir only OEM
5300G only OEM
etc. et all.

Im done with it i took my pink glasses about Amd into the bin.

You are trolling the thread and nobody cares about your private problems with AMD in this particular thread. Opinions are great and everyone has the right to these but maybe you should create a different thread about AMD titled 'My pink glasses about AMD are off' and whine there. Nobody is making you buy AMD and this thread is about TSMC's revenue increase.

 

[R0H1T]

Are you suggesting real men have fabs?

And spend years & tens of billions trying to get that 10 7nm working?

 

[Fluffmeister]

And spend years & tens of billions trying to get that 10 7nm working?

That's what real men would do.

 

[seth1911]

And spend years & tens of billions trying to get that 10 7nm working?

But they have it at own and can now produce products on their own and dont need a second one.

Its like many smaler metal companys dont have a cnc milling machine but we have one, we can produce one thing in our own factory, while others need a second company,
at the end we can make a better price.

 

[R0H1T]

at the end we can make a better price.

Pretty sure AMD is making more on per unit piece, be it due to the modular approach or TSMC or Intel's royal screw up over 5+ years! Intel's overall margins are going through the gutter & their 10/7nm is still too expensive.

 

[ratirt]

A very good question, and one that market analysts often forget to ask themselves. Not simple to answer though, as products improve and gain value over time.

Maybe the manufacturing process got better. more efficient but something tells me it is also due to price increase. TSMC actually did increase it a bit.
TSMC promised to increase the volume and I think they did. Still not sure by how much though.