TSMC announced today its net revenue for December 2022:
The consolidated revenue in December 2022 will be approximately NT$192.56 billion (currently approximately RMB 42.748 billion), a decrease of 13.5% from November 2022 and an increase of 23.9% from December 2021.
The operating income from January to December 2022 will be NT$2,263.89 billion (currently approximately RMB 502.584 billion), a year-on-year increase of 42.6% over the same period in 2021.
In November 2022, TSMC’s revenue was NT$222.706 billion, a decrease of 30.146 billion in December, a month-on-month decline of 13.5%; in December 2021, TSMC’s revenue was NT$155.382 billion, an increase of NT$37.178 billion in December 2022, a year-on-year decrease of 13.5%. With an increase of 23.9%, the year-on-year growth rate is also much lower than the previous two months of 56.3% and 50.2%.
According to a previous report by the Taiwan Economic Daily, the supply chain is rumored that TSMC is driven by the three major driving forces of advanced process expansion in Taiwan, investment in R&D, US and Japan expansion, and mature process upgrades due to the growing needs of the next three years. Expenditure is expected to approach 40 billion U.S. dollars (currently about 276.8 billion yuan), a new high.
The legal person revealed that when TSMC held an investor event in California, the United States, it announced that it will continue to expand advanced manufacturing processes in Taiwan, and has launched the general direction of 2nm and 1nm investment planning. New factories in the United States, Japan and other places Production capacity will also be gradually released in 2024, and it is estimated that overseas production capacity will reach 20% of the total production capacity around 2027.
TSMC is expected to hold a law conference on January 12, when it is expected to announce the latest capital expenditure plan.