The company’s consolidated revenue for October was NT$210.266 billion (RMB47.941 billion), an increase of 1.0% from the previous month and 56.3% from the same month last year.
Wei said in the October meeting that the Kaohsiung plant was originally planned to be a 2-block plant, and the 7nm part will be slightly adjusted, while the 28nm part will proceed according to the schedule.
At the same time, there is news that the 7nm capacity utilization rate of the Taichung Fab 15B factory is lower than expected and has dropped to below 50%, while the low-profile Fab 12 (P8) factory in Chuke is not known, and the 7nm plan of Kaohsiung Fab 22 factory is on hold, depending on the future demand for each process capacity and the construction of new factories, which has caused concern in the industry.
In this regard, TSMC President Wei Zhejia said, the TSMC Kaohsiung plant 7nm plan is only temporarily delayed, and will not change the process.
Wei Zhejia earlier in the law meeting first explained that the Kaohsiung plant plan will be slightly adjusted, priority cut into the 28-nanometer process, as the original 7-nanometer plan, by 7 nanometers and 6-nanometer capacity utilization rate fell sharply decided to postpone, Wei Zhejia today confirmed TSMC’s latest planning, postponed 7-nanometer capacity construction.
TSMC’s cumulative revenue from January to October 2022 was approximately NT$ 1.85 trillion (approximately RMB 421.8 billion), an increase of 44.0% from the same period last year.
In the third quarter of this year, TSMC reported revenue of US$20.23 billion (approximately RMB 145.049 billion), a gross margin of 60.4%, and a net operating margin of 50.6%. During the reporting period, TSMC’s 5nm shipments accounted for 28% of total wafer revenue; 7nm shipments accounted for 26%; and 7nm and more advanced processes accounted for 54% of total wafer revenue.
