Friday, February 11th 2022

TSMC Reports Record January Revenues

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.
Sources: TSMC, CNA News
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34 Comments on TSMC Reports Record January Revenues

#1
Legacy-ZA
Yet, as end-users, we have to pay more for less. :banghead:
Posted on Reply
#2
TheLostSwede
News Editor
Legacy-ZAYet, as end-users, we have to pay more for less. :banghead:
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.
Posted on Reply
#4
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 .
Posted on Reply
#5
DeathtoGnomes
FatalfuryMONOPOLY is never good for anyone whatsoever...
TSMC didnt get where they are by playing the monopoly card. capacity and quality were a factor.
Posted on Reply
#6
Daven
TSMC almost earns as much revenue as Intel. Things have definitely changed.
Posted on Reply
#7
Wirko
FatalfuryAlthough 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.
Posted on Reply
#8
mechtech
Toss a coin to your foundry……a friend to……
Posted on Reply
#9
r9
They has to be selling tech to aliens as while everybody reporting record sales while there are all sorts of shortages.
Posted on Reply
#10
Wirko
r9They 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!"
Posted on Reply
#11
bonehead123
SuRpRiSe....... said nobody, hahaha :)

This just proves my theory, that TSMC actually stands for "The Smartest Manufacturing Company" !
Posted on Reply
#12
Prima.Vera
TheLostSwedeThe 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.
Posted on Reply
#13
TheLostSwede
News Editor
Prima.VeraPeace 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.
Posted on Reply
#14
seth1911
To bad for some fabless companys :laugh:

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. :laugh:
Posted on Reply
#15
ratirt
seth1911To bad for some fabless companys :laugh:

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. :laugh:
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?
Posted on Reply
#16
Fluffmeister
seth1911To bad for some fabless companys :laugh:

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. :laugh:
Are you suggesting real men have fabs?
Posted on Reply
#17
Wirko
ratirtTSMC 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.
bonehead123SuRpRiSe....... said nobody, hahaha :)

This just proves my theory, that TSMC actually stands for "The Smartest Manufacturing Company" !
T$MC ... Teradollarmaking company
Posted on Reply
#18
R0H1T
FluffmeisterAre you suggesting real men have fabs?
And spend years & tens of billions trying to get that 10 7nm working?
Posted on Reply
#19
Fluffmeister
R0H1TAnd spend years & tens of billions trying to get that 10 7nm working?
That's what real men would do.
Posted on Reply
#20
seth1911
R0H1TAnd 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.
Posted on Reply
#21
R0H1T
seth1911at 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.
Posted on Reply
#22
ratirt
WirkoA 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.
Posted on Reply
#23
r9
WirkoAliens: "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!"
Thank you for the confirmation
Posted on Reply
#24
Turmania
DeathtoGnomesTSMC didnt get where they are by playing the monopoly card. capacity and quality were a factor.
Forgot to mention one major factor, government injection and a lot of help in bureaucracy.
Posted on Reply
#25
seth1911
R0H1TPretty 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.
u dont understand the market, is totaly useless if u can make -1$ per unit or +10$ per unit.
If u can make the product on u own factory u get a better rating then anyone.


Its like in our company it needed about 6 years that the new cnc milling machine is on 0 per pricepoint after that it was a win win win ......
Posted on Reply
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