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TAIPEI: Taiwan's TSMC<\/a> forecast revenue growth that could be the highest in 10 quarters, saying it was \"highly confident\" about its long-term prospects and touted demand for high-tech chips used in data centres and electric vehicles.
The outlook from the world's largest contract-chipmaker follows blow-out results for the April-June period that underscored resilient demand amid a chip crunch caused by pandemic-fuelled sales of smartphones and laptops.
Taiwan Semiconductor Manufacturing Co Ltd<\/a> (TSMC) is a major Apple Inc<\/a> supplier and the results are also testament to demand for the iPhone 13 despite record global inflation and worries of a looming recession.
They are likely to ease some worries after several chipmakers, including Micron Technology<\/a> Inc recently sounded the alarm that chip shortages turned it a glut in some sectors, as soaring inflation and China's COVID-19 curbs have squashed demand for electronics.
The results helped European chip stocks including STMicroelectronics, and Infineon, buck a fall in the pan-European STOXX 600 index.
TSMC, whose clients include chip majors such as Qualcomm<\/a> Inc , also signalled that demand was cooling from consumer electronics customers who would reduce chip stockpiles over the next few quarters into 2023.
\"After two years of pandemic-driven stay-home demand, this type of adjustment is reasonable in our view,\" TSMC's Chief Executive Officer C. C. Wei told an online earnings briefing.
But he said that long-term demand for TSMC's chips was \"firmly in place\" and any upcoming down cycle would not be as big as in 2008.
\"Despite ongoing inventory adjustment and macro uncertainties, the structural growth trajectory in the long-term semiconductor demand remains firm. We expect our capacity to remain tight and our business to be more resilient.\"
Other chipmakers such as Samsung Electronics have also highlighted demand from data-centre customers.
INFLATION BITES<\/strong>
TSMC said its capital expenditures this year will skim the lower end of its previous guidance of $40 billion to $44 billion, with some expenses pushed to next year because of a delay in the delivery of some chip-making equipment.
It also said inflation posed a challenge, echoing comments from Intel Corp<\/a>, which has said it is planning to raise chip prices because of rising costs.
In May, Japan's Nikkei business daily reported TSMC had warned clients for the second time in less than a year that it planned to raise prices.
TSMC has not confirmed the report, saying instead that its pricing was strategic, not opportunistic.
Shares in TSMC have fallen about 23% so far this year - valuing the firm at $408.3 billion - compared with a 35% slump in the Philadelphia Semiconductor index.
TSMC said it expected third-quarter revenue to surge to between $19.8 billion and $20.6 billion from $14.88 billion a year earlier. It raised its 2022 revenue growth forecast to mid-30s percentage from an earlier 26% to 29% range.
In the second quarter ended June 30, TSMC's revenue rose 36.6%, and net profit surged 76.4% - the biggest jump in eight quarters - handily beating market estimates.
TSMC's net profit for April-June rose to a record T$237.0 billion ($7.94 billion), above the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.
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台积电将弹性芯片销售推动第三季度;电子冷却的需求
灭全球最大的合同芯片制造商的前景是4 - 6月当季业绩突显出弹性需求在芯片紧缩造成pandemic-fuelled智能手机和笔记本电脑的销售。
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台北:台湾台积电预期收入增长可能最高的10个季度,称这是对其长期前景“非常有信心”和需求被高科技芯片用于数据中心和电动车。
灭全球最大的合同芯片制造商的前景是4 - 6月当季业绩突显出弹性需求在芯片紧缩造成pandemic-fuelled智能手机和笔记本电脑的销售。
台湾半导体制造有限公司(台积电)是一个主要的苹果(aapl . o:行情)供应商和结果也证明对iPhone的需求13尽管创纪录的全球通胀和即将到来的经济衰退的担忧。
他们可能会缓解一些担心几个芯片制造商,包括美光科技公司最近发出警报,芯片短缺把它过剩在某些领域,中国COVID-19抑制通货膨胀和压扁对电子产品的需求。
结果帮助欧洲芯片股包括意法半导体,英飞凌,巴克泛欧斯托克600指数下降。
台积电,其客户包括芯片专业等高通公司,也暗示,需求冷却从消费电子的客户将会减少芯片库存在未来几个季度到2023年。
”经过两年的pandemic-driven”需求,这种类型的调整是合理的在我们看来,“台积电首席执行官c·c·魏在线业绩发布会上表示。
但他表示,长期的对台积电芯片的需求是“坚定”,任何即将到来的下降周期不会像2008年那么大。
“尽管目前库存调整和宏观不确定性,长期的结构性增长轨迹半导体需求依然坚定。我们期望我们的能力仍然紧张和业务更强。”
其他芯片制造商,如三星电子也强调了数据中心客户的需求。
通货膨胀咬
台积电表示,其资本支出今年将脱脂的低端早期指导的400亿美元到440亿美元,一些费用推到明年,因为延迟交付的一些芯片制造设备。
它还说,通货膨胀构成了挑战,呼应的评论英特尔(intc . o:行情)已表示,它计划提高芯片价格,因为成本上升。
今年5月,日本日经商业日报报道,台积电曾警告客户第二次在不到一年的时间,计划提高价格。
台积电没有证实的报告,而声称其定价战略,而不是投机取巧。
台积电股票今年迄今已下跌约23%,公司估值为4083亿美元,相比之下,费城半导体指数下跌35%。
台积电表示,预计第三季营收激增至198亿美元和206亿美元从去年同期的148.8亿美元。它提高了其2022年的收入增长预期的损失百分比从早先的26%至29%的范围内。
截至6月30日在第二季度,台积电的收入增长36.6%,净利润飙升76.4% - 8个季度最大的跳跃轻松超过市场预期。
台积电的4 - 6月净利升至创纪录的2370亿元新台币(合79.4亿美元),高于平均2191.3亿元新台币的19 Refinitiv编纂的分析师预期。
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