TSMC reports Q4 revenue rose 24.1% YoY to $15.74B as net profit reached $6.01B; capex will reach $40B to $44B in 2022, up from $30B in 2021
Taiwanese chip firm TSMC expects strong growth to accelerate in coming years due to booming semiconductor demand, as the tech giant on Thursday reported …
Reuters
Related Coverage
- View article PCMag
- TSMC reports record profits, has big expectations for next few years 9to5Mac · Ben Lovejoy
- TSMC earmarks record $44 billion for chip manufacturing expansion in 2022 The Verge · Jon Porter
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- View article Financial Times
- TSMC to Spend at Least $40 Billion to Address Chip Shortages Bloomberg · Debby Wu
- TSMC reports Q4 revenue rose 24.1% YoY to $15.74B as net profit reached $6.01B; capex will reach $40B to $44B in 2022, up from $30B in 2021 Reuters
- TSMC to Invest Up to $44 Billion in 2022 to Beef Up Chip Production Wall Street Journal · Yang Jie
- TSMC Reports Fourth Quarter EPS of NT$6.41 Taiwan Semiconductor …
- View article TechSpot
- TSMC invests in new capacity despite forecasts chip demand will ease Financial Times · Kathrin Hille
- View article MacDailyNews
- TSMC says chip oversupply risk is minor, predicts strong 2022 demand South China Morning Post · Che Pan
- TSMC plans to spend record $44b on capacity expansion in 2022 Nikkei Asia
- Supply and demand means TSMC set to beat revenue expectations for Q4 2021 The Register · Dan Robinson
- Dear Rivals, TSMC Can and Will Outspend You All Bloomberg · Tim Culpan
Discussion
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@iancutress
@iancutress
on x
TSMC shipped the equivalent of 14.18 million 12-inch/300mm wafers in 2021. https://twitter.com/...
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@tculpan
Tim Culpan
on x
My key points from TSMC today: Massive capex for 2022, up to $44b v $30b in 2021 Revenue growth to continue: 25-30% in 2022 More chips per device continues to be the trend Europe plans still unclear No new clarity on longer-term capex (recall their three-year $100b forecast)
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@iancutress
@iancutress
on x
$TSM @TWSemicon 4Q21 Revenue: $15.74B USD 23% 5nm 27% 7nm 13% 16nm 11% 28nm 26% 40nm+ 44% Smartphone 37% HPC+PC 9% IoT 4% Automotive 6% others Operating Margin 41.7% Net Profit Margin 37.9% 3.725m 12-inch equivalent Wafers shipped, +14.8% YoY
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@iancutress
@iancutress
on x
$TSM @TWSemicon 2021 Revenue: $56.82B USD 19% 5nm 31% 7nm 14% 16nm 11% 28nm 25% 40nm+ 44% Smartphone 37% HPC+PC 8% IoT 4% Automotive 7% Others but Automotive +51% YoY HPC+PC +34% YoY Smartphone only +8% YoY Gross Margin 51.6% (-1.5pts YoY) Operating Margin 40.9% (-1.4pts YoY)