tsmc好決算!!半導体GOGO!!

tsmcの決算は予想を上回る

tsmcの2Q決算が発表された。
内容は良かった。

売上、EPSの結果

予想実績差異YoY_increase
売上(B USD)10.3510.380.3%34%
EPS(USD)0.710.778.5%81%

会社側の売り上げ分析はこちら

HPCが増えて、最先端領域のデバイスの売上が増えたようだ。

In the second quarter, revenue was flat sequentially as the continued 5G infrastructure deployment and HPCrelated product launches offset weaknesses in other platforms.
By technology, 7nm process technology contributed 36% of total wafer revenue in 2Q20 while 16nm accounted for 18%. Advanced technologies (16nm and below) accounted for 54% of total wafer revenue.
By platform, Smartphone represented 47% and HPC 33% of net revenue, while IoT, Automotive, DCE, and Others each represented 8%, 4%, 5%, and 3%.
Sequentially, revenue from Smartphone, IoT, Automotive, DCE and Others decreased 4%, 5%, 13%, 9% and 5% respectively from 1Q20, while HPC increased 12%.
From a geographic perspective, revenue from customers based in North America accounted for 58% of total net revenue, while revenue from China, Asia Pacific, EMEA (Europe, Middle East, and Africa) and Japan accounted for 21%, 10%, 6%, and 5% of total net revenue respectively.

設備投資ガイダンスも増額

設備投資増額の背景は以下のように述べられている
“We believe the multiyear of 5G and HPC application mega-trend to continue to drive demand for our advanced technology for several years,” CFO Wendell Huang says of the reasoning behind TSMC’s move to raise capex.

とはいっても、17B$のうち10B$は投資されているので、前期よりも設備投資は落ちる。
レーザーテックを少し売ったのは正解だったかもしれない。

N5プロセスに自信あり!来年にはN3か!?

N5プロセスも良好で量産体制は準備万端らしい。
アリゾナのN5ファブは2024年にN5プロセスで月産2万枚の量産をスタートするらしい。
2022年ころから、ASMLやレーザーテックの仕込み時が来るかもしれない。

CEO CC Wei says 5nm is “already in volume production with good yield.”
TSMC expects its 5nm tech to see “a strong ramp-up in the second half of this year,” driven by 5G and HPC demand.
Forecasts 8% of its wafer revenue in 2020 to come from 5nm.
C.C. Wei on U.S. fab plan: “working closely with” U.S. authorities and supply partners. Will start with 5nm production at a capacity of 20,000 wafers per month in 2024.

N3の具体的なスケジュール言及は避けたが、順調に進んでいるらしい。

C.C. Wei said 3nm development is “smooth and
On that 3nm question: “The schedule and also the ramp-up and progress, we’re working closely with customers to determine when is the best timing.”

TSMC says it’s had a smooth development for the production node so far and maintains target of production next year, to ramp up in second half.

また米国製の製造装置は今後も購入するとの事

Interesting question about new U.S. restrictions on chip-making equipment: In five to 10 years, could you build up a supply line without using American technology?
The response is that TSMC wants to use the most advanced equipment and that, for the moment, they are not trying to move away from American equipment.
Although he also cautions that technology moves very quickly and changes come at unexpected times.

tsmc

Posted by takeboww